WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 58 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $19,310 | +1.8% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18,970 | -54.9% | 700 | -57.1% | 0.00% | -66.7% |
| Q4 2022 | $42,098 | +7.9% | 1,630 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $39,000 | -7.1% | 1,630 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $42,000 | +68.0% | 1,630 | +75.3% | 0.00% | +50.0% |
| Q1 2022 | $25,000 | -13.8% | 930 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $29,000 | -35.6% | 930 | -31.9% | 0.00% | -40.0% |
| Q2 2021 | $45,000 | +2.3% | 1,366 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $44,000 | -8.3% | 1,366 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $48,000 | +11.6% | 1,366 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $43,000 | -14.0% | 1,366 | -13.6% | 0.01% | -25.0% |
| Q2 2020 | $50,000 | +284.6% | 1,581 | +262.6% | 0.01% | +300.0% |
| Q1 2020 | $13,000 | -18.8% | 436 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | +6.7% | 436 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 436 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $15,000 | 0.0% | 436 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $15,000 | +114.3% | 436 | +124.7% | 0.00% | +100.0% |
| Q2 2018 | $7,000 | – | 194 | – | 0.00% | – |
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% |