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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $202,000 | -1.0% | 5,383 | +0.4% | 0.00% | -50.0% |
| Q3 2016 | $204,000 | -4.2% | 5,360 | -5.9% | 0.00% | 0.0% |
| Q2 2016 | $213,000 | -32.6% | 5,697 | -33.6% | 0.00% | -33.3% |
| Q1 2016 | $316,000 | +55.7% | 8,574 | +44.8% | 0.00% | +50.0% |
| Q4 2015 | $203,000 | -27.8% | 5,921 | -26.9% | 0.00% | -33.3% |
| Q3 2015 | $281,000 | -16.9% | 8,097 | -6.9% | 0.00% | 0.0% |
| Q2 2015 | $338,000 | -23.7% | 8,697 | -21.9% | 0.00% | -40.0% |
| Q1 2015 | $443,000 | -13.3% | 11,136 | -9.3% | 0.01% | -16.7% |
| Q4 2014 | $511,000 | -26.5% | 12,279 | -21.2% | 0.01% | -25.0% |
| Q3 2014 | $695,000 | -7.6% | 15,588 | -1.5% | 0.01% | -11.1% |
| Q2 2014 | $752,000 | +5.2% | 15,826 | +1.5% | 0.01% | -10.0% |
| Q1 2014 | $715,000 | -37.7% | 15,593 | -37.5% | 0.01% | -41.2% |
| Q4 2013 | $1,148,000 | -12.2% | 24,947 | -10.1% | 0.02% | -19.0% |
| Q3 2013 | $1,307,000 | -2.5% | 27,761 | -0.5% | 0.02% | -12.5% |
| Q2 2013 | $1,341,000 | – | 27,910 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chessman Wealth Strategies RIA | 13,897 | $478,000 | 13.04% |
| CLEAR INVESTMENT RESEARCH, LLC | 76,635 | $2,637,000 | 5.65% |
| Pictet North America Advisors SA | 975,727 | $33,575,000 | 4.59% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 71,237 | $2,451,000 | 1.95% |
| Foresight Wealth Management, LLC | 54,350 | $1,870,000 | 1.35% |
| Vontobel Swiss Wealth Advisors AG | 44,000 | $1,514,000 | 0.98% |
| Royal Fund Management, LLC | 71,190 | $2,449,000 | 0.68% |
| BANQUE PICTET & CIE SA | 975,727 | $33,575,000 | 0.64% |
| V Wealth Advisors LLC | 30,576 | $1,052,000 | 0.38% |
| Paracle Advisors, LLC | 31,707 | $1,091,000 | 0.26% |