WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 113 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $11,263,000 | +27.7% | 252,789 | +36.3% | 1.51% | +16.7% |
| Q2 2014 | $8,820,000 | +124.8% | 185,512 | +116.6% | 1.30% | +127.5% |
| Q1 2014 | $3,924,000 | +17.6% | 85,639 | +17.9% | 0.57% | +18.8% |
| Q4 2013 | $3,336,000 | -52.0% | 72,632 | -50.8% | 0.48% | -54.1% |
| Q3 2013 | $6,953,000 | -48.9% | 147,726 | -47.8% | 1.04% | -46.5% |
| Q2 2013 | $13,596,000 | – | 283,241 | – | 1.95% | – |
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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% |