ELD — WISDOMTREE TR

Ownership history in Advisory Services Network, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WISDOMTREE TR (ELD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 44 — 0% 0.00% $1K $28.05
2023 Q4 UNCHANGED 44 — 0% 0.00% $1K $24.88
2023 Q1 UNCHANGED 44 — 0% 0.00% $1K $23.21
2022 Q4 UNCHANGED 44 — 0% 0.00% $1K $21.87
2021 Q2 UNCHANGED 44 — 0% 0.00% $1K $25.62
2020 Q4 UNCHANGED 44 — 0% 0.00% $2K $26.70
2020 Q3 UNCHANGED 44 — 0% 0.00% $1K $24.08
2020 Q1 REDUCED 44 -4 -8.3% 0.00% $1K $21.83
2019 Q4 REDUCED 48 -647 -93.1% 0.00% $2K $26.23
2018 Q1 INITIATED 695 — — 0.00% $27K —
% of Fund (quarterly)    ELD price (monthly, adj. close)

Other funds also holding ELD

As of 2025 Q4 — sorted by position size

Elmwood Wealth Management, Inc. 3Y 7Y 1.11% Ignite Planners, LLC 3Y 0.46% Rubicon Advisors, GP 0.3% Treasure Coast Financial Planning 3Y 0.21% Alexander Randolph Advisory, Inc. 0.21% Pekin Hardy Strauss, Inc. 3Y 7Y 0.17% Net Worth Advisory Group 0.07% Insight Advisors, LLC/ PA 3Y 0.05% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 0.05% NBC SECURITIES, INC. 0.05%
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