ELD WISDOMTREE TR

Ownership history in Vontobel Holding Ltd.  ·  15 quarters on record

AI Ownership Summary

Vontobel Holding Ltd. reported WISDOMTREE TR (ELD) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.09% in 2024 Q1. The latest visible filing shows ELD at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ELD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vontobel Holding Ltd.'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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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 Vontobel Holding Ltd. held ELD — position size vs. price
% of Fund (quarterly)    ELD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 443,908 +14,045 +3.3% 0.04% $13.0M 2026-02-14 (Est.) $29.80
2025 Q3 ADDED 429,863 +27,251 +6.8% 0.04% $12.4M 2025-10-15 $27.81
2025 Q2 REDUCED 402,612 -13,971 -3.4% 0.04% $11.3M 2025-07-23 $26.97
2025 Q1 ADDED 416,583 +8,489 +2.1% 0.04% $11.1M 2025-04-28 $25.65
2024 Q4 REDUCED 408,094 -2,722 -0.7% 0.04% $10.4M 2025-01-30 $24.32
2024 Q3 REDUCED 410,816 -10,915 -2.6% 0.04% $11.5M 2024-10-16 $24.85
2024 Q2 ADDED 421,731 +5,500 +1.3% 0.04% $11.1M 2024-08-13 $24.85
2024 Q1 ADDED 416,231 +16,324 +4.1% 0.09% $11.4M 2024-05-10 $24.11
2023 Q4 REDUCED 399,907 -25,696 -6.0% 0.06% $11.2M 2024-01-30 $24.56
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Vontobel Holding Ltd. and ELD

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

How long has Vontobel Holding Ltd. reported owning ELD?

Vontobel Holding Ltd. reported ELD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ELD position in Vontobel Holding Ltd.'s portfolio?

The largest reported portfolio weight for ELD was 0.09% in 2024 Q1.

What is the latest reported ELD position on this page?

The most recent filing on this page is 2025 Q4, when Vontobel Holding Ltd. reported 443,908 shares, equal to 0.04% of portfolio, with an estimated market value of $13.0M.

What does the chart on this ELD ownership page compare?

The chart compares Vontobel Holding Ltd.'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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