WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 43 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 1,000 | 0.0% | 0.01% | -13.3% |
| Q3 2021 | $31,000 | -6.1% | 1,000 | 0.0% | 0.02% | -11.8% |
| Q2 2021 | $33,000 | +3.1% | 1,000 | 0.0% | 0.02% | -10.5% |
| Q1 2021 | $32,000 | -8.6% | 1,000 | 0.0% | 0.02% | -17.4% |
| Q4 2020 | $35,000 | +9.4% | 1,000 | 0.0% | 0.02% | -4.2% |
| Q3 2020 | $32,000 | 0.0% | 1,000 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $32,000 | +6.7% | 1,000 | 0.0% | 0.02% | -13.8% |
| Q1 2020 | $30,000 | -16.7% | 1,000 | 0.0% | 0.03% | -3.3% |
| Q4 2019 | $36,000 | – | 1,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chessman Wealth Strategies RIA | 297,930 | $11,709,000 | 14.75% |
| CLEAR INVESTMENT RESEARCH, LLC | 177,267 | $6,967,000 | 4.56% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 79,780 | $3,135,000 | 2.59% |
| Strategic Wealth Partners, Ltd. | 95,538 | $3,755,000 | 1.94% |
| Mosaic Financial Partners, Inc. | 68,332 | $2,685,000 | 1.63% |
| One Capital Management, LLC | 122,139 | $4,800,000 | 0.94% |
| Lattice Strategies LLC | 28,045 | $1,102,000 | 0.80% |
| OPTIMUM INVESTMENT ADVISORS | 65,655 | $2,580,000 | 0.76% |
| Paracle Advisors, LLC | 41,740 | $1,640,000 | 0.52% |
| FLOW TRADERS U.S. LLC | 163,516 | $6,426,000 | 0.50% |