ELD — WISDOMTREE TR

Ownership history in Net Worth Advisory Group  ·  6 quarters on record

This page tracks every 13F SEC filing in which Net Worth Advisory Group 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
0.1% (2025 Q1)
Avg. % of fund
0.09%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,612 +667 +5.6% 0.07% $368K $28.92
2025 Q3 REDUCED 11,945 -335 -2.7% 0.10% $343K $28.05
2025 Q2 ADDED 12,280 +161 +1.3% 0.08% $343K $26.91
2025 Q1 ADDED 12,119 +249 +2.1% 0.10% $324K $25.40
2024 Q4 REDUCED 11,870 -230 -1.9% 0.09% $301K $23.75
2024 Q3 INITIATED 12,100 — — 0.10% $338K $25.78
% 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% Insight Advisors, LLC/ PA 3Y 0.05% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 0.05% NBC SECURITIES, INC. 0.05% Vontobel Holding Ltd. 3Y 0.04%
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