Disciplined Investments, 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
Disciplined Investments, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$29,151
+3.1%
1,057
+1.2%
0.02%
+33.3%
Q1 2023$28,262
+6.1%
1,044
+1.3%
0.01%
-7.7%
Q4 2022$26,635
+6.5%
1,031
+1.3%
0.01%
+18.2%
Q3 2022$25,000
-3.8%
1,018
+1.4%
0.01%
-8.3%
Q2 2022$26,000
-53.6%
1,004
-49.8%
0.01%0.0%
Q1 2022$56,000
+86.7%
2,000
+100.0%
0.01%
-7.7%
Q4 2021$30,000
-3.2%
1,0000.0%0.01%
-13.3%
Q3 2021$31,000
-6.1%
1,0000.0%0.02%
-11.8%
Q2 2021$33,000
+3.1%
1,0000.0%0.02%
-10.5%
Q1 2021$32,000
-8.6%
1,0000.0%0.02%
-17.4%
Q4 2020$35,000
+9.4%
1,0000.0%0.02%
-4.2%
Q3 2020$32,0000.0%1,0000.0%0.02%
-4.0%
Q2 2020$32,000
+6.7%
1,0000.0%0.02%
-13.8%
Q1 2020$30,000
-16.7%
1,0000.0%0.03%
-3.3%
Q4 2019$36,0001,0000.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Elmwood Wealth Management, Inc. 48,327$1,352,0000.69%
Foresight Wealth Management, LLC 77,539$2,169,0000.40%
COLLECTIVE FAMILY OFFICE LLC 18,300$512,0000.20%
Columbus Macro, LLC 12,844$359,0000.12%
V Wealth Advisors LLC 9,901$277,0000.04%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,636$225,0000.04%
OneDigital Investment Advisors LLC 31,289$875,0000.03%
S.A. Mason LLC 1,695$47,0000.03%
FLOW TRADERS U.S. LLC 27,244$762,0000.03%
Destiny Wealth Partners, LLC 4,699$131,0000.02%
View complete list of WISDOMTREE TR shareholders