Autus Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 74 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Autus Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$239,000
+3.9%
6,632
-0.7%
0.04%
-2.8%
Q3 2019$230,000
-2.5%
6,6770.0%0.04%
-2.7%
Q2 2019$236,000
+0.4%
6,677
-2.7%
0.04%
-5.1%
Q1 2019$235,000
-7.8%
6,862
-9.9%
0.04%
-20.4%
Q4 2018$255,000
+0.8%
7,612
-1.1%
0.05%
+16.7%
Q3 2018$253,000
-3.8%
7,697
+0.5%
0.04%
-8.7%
Q2 2018$263,000
-24.6%
7,662
-13.9%
0.05%
-27.0%
Q1 2018$349,000
-15.7%
8,897
-17.3%
0.06%
-17.1%
Q4 2017$414,000
-28.0%
10,757
-27.8%
0.08%
-30.9%
Q3 2017$575,000
-4.3%
14,897
-6.0%
0.11%
-9.1%
Q2 2017$601,000
-8.4%
15,847
-9.2%
0.12%
-11.7%
Q1 2017$656,000
+3.5%
17,452
-1.6%
0.14%
-2.1%
Q4 2016$634,000
-16.8%
17,742
-11.4%
0.14%
-18.1%
Q3 2016$762,000
+2.6%
20,032
+1.0%
0.17%
+1.2%
Q2 2016$743,000
+19.3%
19,837
+17.3%
0.17%
+11.9%
Q1 2016$623,000
+16.7%
16,907
+8.5%
0.15%
+11.0%
Q4 2015$534,000
+46.3%
15,587
+48.3%
0.14%
+22.5%
Q3 2015$365,000
-20.1%
10,512
-10.5%
0.11%
-13.3%
Q2 2015$457,000
-0.7%
11,742
+1.6%
0.13%0.0%
Q1 2015$460,000
-20.1%
11,562
-16.5%
0.13%
-29.3%
Q4 2014$576,000
-6.9%
13,850
-0.2%
0.18%
-13.0%
Q3 2014$619,000
-10.0%
13,880
-4.1%
0.21%
-12.6%
Q2 2014$688,000
+0.1%
14,480
-3.3%
0.24%
-8.5%
Q1 2014$687,000
-49.4%
14,980
-49.2%
0.26%
-51.0%
Q4 2013$1,357,000
-15.1%
29,494
-13.1%
0.53%
-21.4%
Q3 2013$1,598,000
-11.0%
33,944
-9.2%
0.68%
-16.3%
Q2 2013$1,795,00037,3750.81%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
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