WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 54 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,126,000 | -3.7% | 46,396 | +1.8% | 0.26% | +6.6% |
| Q2 2022 | $1,169,000 | -46.1% | 45,588 | -41.2% | 0.24% | -39.7% |
| Q1 2022 | $2,169,000 | -16.2% | 77,539 | -10.2% | 0.40% | +1115.2% |
| Q4 2021 | $2,588,000 | -4.7% | 86,353 | -0.6% | 0.03% | -93.9% |
| Q3 2021 | $2,715,000 | +22.0% | 86,851 | +27.2% | 0.54% | +10.5% |
| Q2 2021 | $2,226,000 | +2.2% | 68,260 | +0.3% | 0.49% | -10.8% |
| Q1 2021 | $2,179,000 | -9.4% | 68,055 | -1.6% | 0.55% | -13.2% |
| Q4 2020 | $2,405,000 | +14.6% | 69,141 | +4.5% | 0.64% | -9.3% |
| Q3 2020 | $2,099,000 | +4.6% | 66,145 | +5.3% | 0.70% | -23.2% |
| Q2 2020 | $2,006,000 | +12.7% | 62,825 | +4.2% | 0.91% | -25.4% |
| Q1 2020 | $1,780,000 | -10.6% | 60,289 | +8.9% | 1.23% | +0.1% |
| Q4 2019 | $1,990,000 | +6.4% | 55,358 | +1.9% | 1.22% | -9.1% |
| Q3 2019 | $1,870,000 | -1.4% | 54,350 | +1.3% | 1.35% | -5.9% |
| Q2 2019 | $1,897,000 | +5.4% | 53,672 | +2.0% | 1.43% | -8.3% |
| Q1 2019 | $1,799,000 | +21.1% | 52,620 | +18.7% | 1.56% | -1.0% |
| Q4 2018 | $1,485,000 | – | 44,342 | – | 1.58% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paracle Advisors, LLC | 198,594 | $7,894,000 | 5.10% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 121,056 | $4,812,000 | 4.85% |
| CLEAR INVESTMENT RESEARCH, LLC | 121,738 | $4,839,000 | 4.38% |
| Valmark Advisers, Inc. | 2,781,644 | $110,570,000 | 2.53% |
| White Pine Investment CO | 90,780 | $3,609,000 | 2.06% |
| TD Ameritrade Trust Co | 216,979 | $8,625,000 | 1.99% |
| One Capital Management, LLC | 124,561 | $4,951,000 | 1.49% |
| Morningstar Investment Services LLC | 838,593 | $33,334,000 | 1.45% |
| OPTIMUM INVESTMENT ADVISORS | 69,090 | $2,746,000 | 0.87% |
| Garde Capital, Inc. | 47,196 | $1,876,000 | 0.57% |