WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 125 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $48,000 | -7.7% | 1,157 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $52,000 | +30.0% | 1,157 | +39.2% | 0.01% | +25.0% |
| Q2 2014 | $40,000 | +5.3% | 831 | 0.0% | 0.01% | +14.3% |
| Q1 2014 | $38,000 | -25.5% | 831 | -24.4% | 0.01% | -22.2% |
| Q4 2013 | $51,000 | -1.9% | 1,099 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $52,000 | +30.0% | 1,099 | +31.3% | 0.01% | +12.5% |
| Q2 2013 | $40,000 | – | 837 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paracle Advisors, LLC | 198,594 | $7,894,000 | 5.10% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 121,056 | $4,812,000 | 4.85% |
| CLEAR INVESTMENT RESEARCH, LLC | 121,738 | $4,839,000 | 4.38% |
| Valmark Advisers, Inc. | 2,781,644 | $110,570,000 | 2.53% |
| White Pine Investment CO | 90,780 | $3,609,000 | 2.06% |
| TD Ameritrade Trust Co | 216,979 | $8,625,000 | 1.99% |
| One Capital Management, LLC | 124,561 | $4,951,000 | 1.49% |
| Morningstar Investment Services LLC | 838,593 | $33,334,000 | 1.45% |
| OPTIMUM INVESTMENT ADVISORS | 69,090 | $2,746,000 | 0.87% |
| Garde Capital, Inc. | 47,196 | $1,876,000 | 0.57% |