WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 125 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,552,879 | +4.8% | 242,077 | 0.0% | 0.08% | -1.3% |
| Q4 2022 | $6,252,074 | +107.6% | 242,077 | +95.1% | 0.08% | +62.5% |
| Q3 2022 | $3,012,000 | +74.8% | 124,100 | +165.2% | 0.05% | +585.7% |
| Q1 2016 | $1,723,000 | -23.4% | 46,800 | -28.7% | 0.01% | -22.2% |
| Q4 2015 | $2,249,000 | +123.1% | 65,600 | +125.4% | 0.01% | +125.0% |
| Q3 2015 | $1,008,000 | -1.8% | 29,100 | +10.2% | 0.00% | 0.0% |
| Q2 2015 | $1,026,000 | -2.2% | 26,400 | 0.0% | 0.00% | -20.0% |
| Q1 2015 | $1,049,000 | +20.0% | 26,400 | +25.7% | 0.01% | +25.0% |
| Q4 2014 | $874,000 | +1.0% | 21,000 | +8.2% | 0.00% | 0.0% |
| Q3 2014 | $865,000 | +10.3% | 19,400 | +17.6% | 0.00% | +33.3% |
| Q2 2014 | $784,000 | +35.6% | 16,500 | +31.0% | 0.00% | 0.0% |
| Q1 2014 | $578,000 | +46.0% | 12,600 | +46.5% | 0.00% | +50.0% |
| Q4 2013 | $396,000 | -26.1% | 8,600 | -24.6% | 0.00% | +100.0% |
| Q3 2013 | $536,000 | – | 11,400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chessman Wealth Strategies RIA | 13,897 | $478,000 | 13.04% |
| CLEAR INVESTMENT RESEARCH, LLC | 76,635 | $2,637,000 | 5.65% |
| Pictet North America Advisors SA | 975,727 | $33,575,000 | 4.59% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 71,237 | $2,451,000 | 1.95% |
| Foresight Wealth Management, LLC | 54,350 | $1,870,000 | 1.35% |
| Vontobel Swiss Wealth Advisors AG | 44,000 | $1,514,000 | 0.98% |
| Royal Fund Management, LLC | 71,190 | $2,449,000 | 0.68% |
| BANQUE PICTET & CIE SA | 975,727 | $33,575,000 | 0.64% |
| V Wealth Advisors LLC | 30,576 | $1,052,000 | 0.38% |
| Paracle Advisors, LLC | 31,707 | $1,091,000 | 0.26% |