Morningstar Investment Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 92 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is 1.12 and the average weighting 0.3%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2016$253,000
-93.2%
6,649
-93.3%
0.01%
-94.0%
Q2 2016$3,716,000
-78.6%
99,043
-79.0%
0.12%
-80.5%
Q1 2016$17,396,000
+2.4%
472,456
-4.6%
0.60%
-10.9%
Q4 2015$16,980,000
-4.0%
495,333
-3.0%
0.67%
-10.6%
Q3 2015$17,689,000
-44.7%
510,502
-38.0%
0.75%
-44.9%
Q2 2015$32,010,000
-4.0%
823,518
-1.8%
1.36%
-6.1%
Q1 2015$33,334,000
-0.5%
838,593
+4.1%
1.45%
-7.7%
Q4 2014$33,515,000
+0.1%
805,644
+7.4%
1.57%
-8.6%
Q3 2014$33,466,000
+26.2%
750,359
+34.5%
1.72%
+11.8%
Q2 2014$26,524,000
+13.4%
557,926
+9.5%
1.54%
-3.4%
Q1 2014$23,380,000
+5.3%
509,693
+5.7%
1.60%
-4.5%
Q4 2013$22,193,000
+3.0%
482,255
+6.1%
1.67%
-11.2%
Q3 2013$21,557,000
-2.7%
454,415
-1.5%
1.88%
-18.4%
Q2 2013$22,157,000461,2272.31%
Other shareholders
WISDOMTREE TR shareholders Q2 2015
NameSharesValueWeighting ↓
Chessman Wealth Strategies RIA 297,930$11,709,00014.75%
CLEAR INVESTMENT RESEARCH, LLC 177,267$6,967,0004.56%
STERLING INVESTMENT ADVISORS LLC /ADV 79,780$3,135,0002.59%
Strategic Wealth Partners, Ltd. 95,538$3,755,0001.94%
Mosaic Financial Partners, Inc. 68,332$2,685,0001.63%
One Capital Management, LLC 122,139$4,800,0000.94%
Lattice Strategies LLC 28,045$1,102,0000.80%
OPTIMUM INVESTMENT ADVISORS 65,655$2,580,0000.76%
Paracle Advisors, LLC 41,740$1,640,0000.52%
FLOW TRADERS U.S. LLC 163,516$6,426,0000.50%
View complete list of WISDOMTREE TR shareholders