WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565,257 | -7.0% | 21,525 | -2.3% | 0.01% | -7.7% |
| Q2 2023 | $607,817 | -1.1% | 22,034 | -3.0% | 0.01% | -7.1% |
| Q1 2023 | $614,684 | +2.6% | 22,708 | -2.1% | 0.01% | -17.6% |
| Q4 2022 | $599,331 | -13.9% | 23,206 | -19.1% | 0.02% | -34.6% |
| Q3 2022 | $696,000 | -8.7% | 28,688 | -3.4% | 0.03% | -21.2% |
| Q2 2022 | $762,000 | -12.9% | 29,711 | -5.0% | 0.03% | 0.0% |
| Q1 2022 | $875,000 | -6.4% | 31,289 | +0.3% | 0.03% | 0.0% |
| Q4 2021 | $935,000 | -3.0% | 31,209 | +1.2% | 0.03% | -13.2% |
| Q3 2021 | $964,000 | -2.6% | 30,846 | +1.6% | 0.04% | -7.3% |
| Q2 2021 | $990,000 | -2.2% | 30,351 | -4.0% | 0.04% | -12.8% |
| Q1 2021 | $1,012,000 | -10.4% | 31,606 | -2.6% | 0.05% | -20.3% |
| Q4 2020 | $1,129,000 | +7.8% | 32,446 | -1.7% | 0.06% | -18.1% |
| Q3 2020 | $1,047,000 | -4.4% | 32,996 | -3.8% | 0.07% | -8.9% |
| Q2 2020 | $1,095,000 | +10.6% | 34,290 | +2.3% | 0.08% | -10.2% |
| Q1 2020 | $990,000 | -14.5% | 33,528 | +4.1% | 0.09% | -3.3% |
| Q4 2019 | $1,158,000 | +4.2% | 32,217 | -0.2% | 0.09% | -9.0% |
| Q3 2019 | $1,111,000 | -50.8% | 32,285 | -49.4% | 0.10% | -42.9% |
| Q2 2019 | $2,256,000 | +107.2% | 63,820 | +100.4% | 0.18% | +10.1% |
| Q1 2019 | $1,089,000 | +2.3% | 31,854 | +0.3% | 0.16% | -11.2% |
| Q4 2018 | $1,064,000 | +5.0% | 31,774 | +7.8% | 0.18% | -15.6% |
| Q2 2018 | $1,013,000 | +10.6% | 29,462 | +26.4% | 0.21% | +5.5% |
| Q1 2018 | $916,000 | +1.9% | 23,309 | -0.3% | 0.20% | +95.1% |
| Q4 2017 | $899,000 | +20.0% | 23,388 | +20.5% | 0.10% | -62.5% |
| Q3 2017 | $749,000 | +53.2% | 19,408 | +50.6% | 0.28% | +88.4% |
| Q2 2017 | $489,000 | – | 12,888 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 267,130 | $7,014,833 | 2.46% |
| AlphaQ Advisors LLC | 66,821 | $1,754,719 | 1.52% |
| Cambria Investment Management, L.P. | 434,117 | $11,399,903 | 0.92% |
| Elmwood Wealth Management, Inc. | 64,078 | $1,682,688 | 0.81% |
| Ignite Planners, LLC | 78,926 | $1,983,419 | 0.61% |
| Truadvice, LLC | 12,402 | $329,276 | 0.13% |
| DRIVE WEALTH MANAGEMENT, LLC | 11,304 | $296,851 | 0.11% |
| Ameliora Wealth Management Ltd. | 6,010 | $157,823 | 0.09% |
| Vontobel Holding Ltd. | 425,603 | $11,176,335 | 0.06% |
| Claro Advisors LLC | 8,019 | $210,579 | 0.05% |