ELD — WISDOMTREE TR

Ownership history in Bridge Advisory, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, 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.

Peak position
3.13% (2023 Q4)
Avg. % of fund
2.19%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 84,723 -28,255 -25.0% 1.13% $2.4M $25.78
2024 Q2 REDUCED 112,978 -9,884 -8.0% 1.47% $3.0M $24.00
2024 Q1 REDUCED 122,862 -99,478 -44.7% 1.67% $3.4M $24.59
2023 Q4 REDUCED 222,340 -44,790 -16.8% 3.13% $6.2M $24.88
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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