Foresight Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 50 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$1,485,00044,3421.58%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Chessman Wealth Strategies RIA 13,897$478,00013.04%
CLEAR INVESTMENT RESEARCH, LLC 76,635$2,637,0005.65%
Pictet North America Advisors SA 975,727$33,575,0004.59%
STERLING INVESTMENT ADVISORS LLC /ADV 71,237$2,451,0001.95%
Foresight Wealth Management, LLC 54,350$1,870,0001.35%
Vontobel Swiss Wealth Advisors AG 44,000$1,514,0000.98%
Royal Fund Management, LLC 71,190$2,449,0000.68%
BANQUE PICTET & CIE SA 975,727$33,575,0000.64%
V Wealth Advisors LLC 30,576$1,052,0000.38%
Paracle Advisors, LLC 31,707$1,091,0000.26%
View complete list of WISDOMTREE TR shareholders