WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 128 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,173 | -4.4% | 273 | +0.4% | 0.00% | – |
| Q2 2023 | $7,507 | +2.3% | 272 | +0.4% | 0.00% | – |
| Q1 2023 | $7,340 | +5.2% | 271 | +0.4% | 0.00% | – |
| Q4 2022 | $6,977 | -0.3% | 270 | +0.4% | 0.00% | – |
| Q3 2022 | $7,000 | 0.0% | 269 | +0.4% | 0.00% | – |
| Q2 2022 | $7,000 | 0.0% | 268 | +0.4% | 0.00% | – |
| Q1 2022 | $7,000 | -12.5% | 267 | +0.4% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 266 | +0.4% | 0.00% | – |
| Q3 2021 | $8,000 | -11.1% | 265 | +0.4% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 264 | -11.1% | 0.00% | – |
| Q1 2021 | $9,000 | -10.0% | 297 | +0.3% | 0.00% | – |
| Q4 2020 | $10,000 | +11.1% | 296 | +0.3% | 0.00% | – |
| Q3 2020 | $9,000 | 0.0% | 295 | +0.3% | 0.00% | – |
| Q2 2020 | $9,000 | 0.0% | 294 | +0.3% | 0.00% | – |
| Q1 2020 | $9,000 | -18.2% | 293 | 0.0% | 0.00% | – |
| Q4 2019 | $11,000 | 0.0% | 293 | -10.1% | 0.00% | – |
| Q3 2019 | $11,000 | -8.3% | 326 | 0.0% | 0.00% | – |
| Q2 2019 | $12,000 | +9.1% | 326 | 0.0% | 0.00% | – |
| Q1 2019 | $11,000 | 0.0% | 326 | 0.0% | 0.00% | – |
| Q4 2018 | $11,000 | -31.2% | 326 | -34.3% | 0.00% | – |
| Q3 2018 | $16,000 | -51.5% | 496 | -47.6% | 0.00% | – |
| Q2 2018 | $33,000 | -25.0% | 946 | -14.9% | 0.00% | – |
| Q1 2018 | $44,000 | -99.7% | 1,111 | -99.8% | 0.00% | -100.0% |
| Q2 2015 | $17,486,000 | +32.8% | 449,850 | +35.8% | 0.03% | +30.0% |
| Q1 2015 | $13,171,000 | +26.4% | 331,350 | +32.2% | 0.02% | +17.6% |
| Q4 2014 | $10,423,000 | +10.4% | 250,550 | +18.4% | 0.02% | +6.2% |
| Q3 2014 | $9,442,000 | +5.4% | 211,700 | +12.4% | 0.02% | +6.7% |
| Q2 2014 | $8,957,000 | +32.7% | 188,410 | +28.0% | 0.02% | +36.4% |
| Q1 2014 | $6,750,000 | +25.3% | 147,150 | +25.7% | 0.01% | +22.2% |
| Q4 2013 | $5,389,000 | +7.7% | 117,100 | +10.2% | 0.01% | 0.0% |
| Q3 2013 | $5,003,000 | +32.4% | 106,258 | +35.1% | 0.01% | +28.6% |
| Q2 2013 | $3,778,000 | – | 78,637 | – | 0.01% | – |
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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% |