ELD WISDOMTREE TR

Ownership history in Ignite Planners, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Ignite Planners, 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
0.61% (2023 Q3)
Avg. % of fund
0.5%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 101,722 -2,299 -2.2% 0.46% $3.0M $28.92
2025 Q3 REDUCED 104,021 -3,865 -3.6% 0.49% $3.0M $28.05
2025 Q2 ADDED 107,886 +5,415 +5.3% 0.52% $3.0M $26.91
2025 Q1 ADDED 102,471 +10,919 +11.9% 0.54% $2.8M $25.40
2024 Q4 ADDED 91,552 +4,510 +5.2% 0.51% $2.3M $23.75
2024 Q3 ADDED 87,042 +14,354 +19.7% 0.56% $2.4M $25.78
2024 Q2 ADDED 72,688 +9,183 +14.5% 0.47% $1.9M $24.00
2024 Q1 ADDED 63,505 +16,497 +35.1% 0.48% $1.7M $24.59
2023 Q4 REDUCED 47,008 -31,918 -40.4% 0.39% $1.3M $24.88
2023 Q3 INITIATED 78,926 0.61% $2.0M
% of Fund (quarterly)    ELD price (monthly, adj. close)
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