ELD β€” WISDOMTREE TR

Ownership history in Insight Advisors, LLC/ PA  Β·  6 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported WISDOMTREE TR (ELD) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows ELD at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ELD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Advisors, LLC/ PA's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ELD was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Insight Advisors, LLC/ PA held ELD β€” position size vs. price
% of Fund (quarterly)    ELD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 11,019 +10 +0.1% 0.05% $322K 2026-02-14 (Est.) $29.80
2025 Q3 ADDED 11,009 +59 +0.5% 0.05% $316K 2025-11-10 $28.05
2025 Q2 ADDED 10,950 +2 +0.0% 0.05% $306K 2025-07-30 $26.50
2025 Q1 ADDED 10,948 +212 +2.0% 0.05% $293K 2025-04-11 $24.87
2024 Q4 ADDED 10,736 +3,056 +39.8% 0.05% $274K 2025-01-27 $24.22
2024 Q3 INITIATED 7,680 β€” β€” 0.04% $215K 2024-10-15 $24.88

🏒 Other funds also holding ELD

As of 2026 Q1 β€” sorted by position size

Elmwood Wealth Management, Inc. 3Y 7Y 1.09% E Fund Management Co., Ltd. 3Y 0.01% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Insight Advisors, LLC/ PA and ELD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Advisors, LLC/ PA reported owning ELD?

Insight Advisors, LLC/ PA reported ELD across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ELD position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for ELD was 0.05% in 2025 Q1.

What is the latest reported ELD position on this page?

The most recent filing on this page is 2025 Q4, when Insight Advisors, LLC/ PA reported 11,019 shares, equal to 0.05% of portfolio, with an estimated market value of $322K.

What does the chart on this ELD ownership page compare?

The chart compares Insight Advisors, LLC/ PA's quarterly ELD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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