WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 50 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $839,000 | – | 27,985 | – | 0.40% | – |
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% |