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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $375,000 | -5.1% | 15,458 | +0.2% | 0.00% | 0.0% |
Q2 2022 | $395,000 | -8.1% | 15,433 | +0.2% | 0.00% | 0.0% |
Q1 2022 | $430,000 | -6.7% | 15,408 | +0.1% | 0.00% | 0.0% |
Q4 2021 | $461,000 | -17.7% | 15,386 | -14.1% | 0.00% | 0.0% |
Q3 2021 | $560,000 | -0.2% | 17,921 | +4.0% | 0.00% | 0.0% |
Q2 2021 | $561,000 | +12.2% | 17,224 | +10.2% | 0.00% | 0.0% |
Q1 2021 | $500,000 | -8.3% | 15,631 | -0.4% | 0.00% | -50.0% |
Q4 2020 | $545,000 | +9.4% | 15,692 | +0.0% | 0.00% | 0.0% |
Q3 2020 | $498,000 | -6.4% | 15,689 | -6.0% | 0.00% | 0.0% |
Q2 2020 | $532,000 | +14.7% | 16,687 | +6.1% | 0.00% | 0.0% |
Q1 2020 | $464,000 | -38.5% | 15,730 | -25.1% | 0.00% | -33.3% |
Q4 2019 | $755,000 | +3.0% | 21,011 | -1.4% | 0.00% | 0.0% |
Q3 2019 | $733,000 | -2.5% | 21,314 | +0.1% | 0.00% | 0.0% |
Q2 2019 | $752,000 | -0.5% | 21,297 | -3.8% | 0.00% | 0.0% |
Q1 2019 | $756,000 | +89.9% | 22,127 | +86.1% | 0.00% | +50.0% |
Q4 2018 | $398,000 | +54.9% | 11,893 | +51.8% | 0.00% | +100.0% |
Q3 2018 | $257,000 | +22.4% | 7,835 | +46.6% | 0.00% | 0.0% |
Q1 2018 | $210,000 | – | 5,345 | – | 0.00% | – |
Download |
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% |