WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 49 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $0 | – | 15 | +114.3% | 0.00% | – |
| Q1 2024 | $0 | – | 7 | – | 0.00% | – |
| Q4 2023 | $0 | – | 0 | – | 0.00% | – |
| Q3 2023 | $0 | – | 0 | – | 0.00% | – |
| Q2 2023 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q1 2023 | $0 | – | 16 | -50.0% | 0.00% | – |
| Q4 2022 | $0 | – | 32 | +100.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 16 | -69.8% | 0.00% | -100.0% |
| Q2 2022 | $1,000 | -50.0% | 53 | -39.1% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 87 | +13.0% | 0.00% | -66.7% |
| Q4 2021 | $2,000 | – | 77 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLEAR INVESTMENT RESEARCH, LLC | 147,563 | $5,433,000 | 4.45% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 95,986 | $3,534,000 | 3.73% |
| Paracle Advisors, LLC | 172,440 | $6,349,000 | 3.40% |
| Valmark Advisers, Inc. | 2,746,805 | $101,137,000 | 2.54% |
| Lattice Strategies LLC | 69,671 | $2,565,000 | 1.99% |
| TD Ameritrade Trust Co | 150,965 | $5,559,000 | 1.56% |
| OPTIMUM INVESTMENT ADVISORS | 65,655 | $2,417,000 | 0.95% |
| Morningstar Investment Services LLC | 472,456 | $17,396,000 | 0.60% |
| Mosaic Financial Partners, Inc. | 14,470 | $533,000 | 0.34% |
| Busey Bank | 69,555 | $2,561,000 | 0.34% |