Elmwood Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 52 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Elmwood Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,682,688
-0.7%
64,078
+4.3%
0.81%
+2.8%
Q2 2023$1,694,547
+1.7%
61,430
-0.2%
0.79%
+0.4%
Q1 2023$1,666,393
+17.3%
61,560
+12.0%
0.79%
+11.0%
Q4 2022$1,420,138
+1.3%
54,987
-4.8%
0.71%
+1.3%
Q3 2022$1,402,000
-3.2%
57,777
+2.3%
0.70%
-14.9%
Q2 2022$1,448,000
+7.1%
56,477
+16.9%
0.82%
+18.8%
Q1 2022$1,352,000
+61.1%
48,327
+72.7%
0.69%
+73.2%
Q4 2021$839,00027,9850.40%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Chessman Wealth Strategies RIA 297,930$11,709,00014.75%
CLEAR INVESTMENT RESEARCH, LLC 177,267$6,967,0004.56%
STERLING INVESTMENT ADVISORS LLC /ADV 79,780$3,135,0002.59%
Strategic Wealth Partners, Ltd. 95,538$3,755,0001.94%
Mosaic Financial Partners, Inc. 68,332$2,685,0001.63%
One Capital Management, LLC 122,139$4,800,0000.94%
Lattice Strategies LLC 28,045$1,102,0000.80%
OPTIMUM INVESTMENT ADVISORS 65,655$2,580,0000.76%
Paracle Advisors, LLC 41,740$1,640,0000.52%
FLOW TRADERS U.S. LLC 163,516$6,426,0000.50%
View complete list of WISDOMTREE TR shareholders