Mosaic Financial Partners, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 99 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mosaic Financial Partners, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2018$3,817,000
+42.2%
110,948
+62.4%
2.50%
+54.1%
Q1 2018$2,685,000
+21.2%
68,332
+18.6%
1.63%
+27.7%
Q4 2017$2,216,000
+11.1%
57,636
+11.5%
1.27%
+3.7%
Q3 2017$1,995,000
+18.1%
51,706
+16.1%
1.23%
+16.5%
Q2 2017$1,689,000
+66.6%
44,527
+65.0%
1.05%
+64.7%
Q1 2017$1,014,000
+21.6%
26,986
+15.7%
0.64%
+19.9%
Q4 2016$834,000
+15.5%
23,328
+23.1%
0.53%
+21.4%
Q3 2016$722,000
+10.2%
18,947
+8.2%
0.44%
+8.9%
Q2 2016$655,000
+22.9%
17,511
+21.0%
0.40%
+18.5%
Q1 2016$533,000
+58.6%
14,470
+47.5%
0.34%
+57.9%
Q4 2015$336,000
+36.0%
9,810
+37.5%
0.22%
+36.7%
Q3 2015$247,000
-44.5%
7,137
-37.6%
0.16%
-48.4%
Q2 2015$445,000
+71.2%
11,443
+74.6%
0.31%
+71.9%
Q1 2015$260,0006,5530.18%
Other shareholders
WISDOMTREE TR shareholders Q1 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