NATIONS FINANCIAL GROUP INC, /IA/ /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 67 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$209,000
+2.0%
5,807
+0.6%
0.07%
-2.7%
Q3 2019$205,000
-10.5%
5,771
-10.8%
0.07%
-51.0%
Q2 2019$229,000
+4.6%
6,470
+0.8%
0.15%
+0.7%
Q1 2019$219,000
+5.3%
6,420
+3.2%
0.15%
-10.2%
Q4 2018$208,000
+3.0%
6,223
+1.1%
0.17%
+15.2%
Q3 2018$202,000
-24.1%
6,154
-10.7%
0.14%
-43.8%
Q3 2017$266,000
+15.2%
6,888
+13.3%
0.26%
+35.8%
Q2 2017$231,000
+9.0%
6,080
+2.7%
0.19%
-17.0%
Q4 2016$212,000
-5.8%
5,922
+0.3%
0.23%
+2.7%
Q3 2016$225,000
-14.8%
5,903
-16.4%
0.22%
-19.5%
Q2 2016$264,000
+1.5%
7,063
+0.1%
0.28%
-7.4%
Q1 2016$260,000
+7.9%
7,053
+0.2%
0.30%
-4.8%
Q4 2015$241,0007,0420.31%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
CLEAR INVESTMENT RESEARCH, LLC 69,589$2,331,0003.77%
STERLING INVESTMENT ADVISORS LLC /ADV 76,127$2,550,0002.27%
Pictet North America Advisors SA 650,815$21,802,0001.97%
Foresight Wealth Management, LLC 44,342$1,485,0001.58%
Lattice Strategies LLC 26,160$876,0000.76%
OPTIMUM INVESTMENT ADVISORS 65,655$2,199,0000.76%
Private Ocean, LLC 78,765$2,639,0000.74%
Strategic Wealth Partners, Ltd. 28,455$979,0000.49%
BANQUE PICTET & CIE SA 650,815$21,802,0000.44%
V Wealth Advisors LLC 22,313$760,0000.39%
View complete list of WISDOMTREE TR shareholders