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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $651,000 | -38.2% | 16,931 | -42.5% | 0.04% | -38.5% |
| Q4 2016 | $1,054,000 | -7.5% | 29,460 | -1.5% | 0.06% | +54.8% |
| Q3 2016 | $1,139,000 | +99.5% | 29,918 | +96.2% | 0.04% | -26.3% |
| Q2 2016 | $571,000 | +16.5% | 15,251 | +6.6% | 0.06% | +46.2% |
| Q4 2015 | $490,000 | -58.0% | 14,303 | -57.6% | 0.04% | -45.1% |
| Q3 2015 | $1,167,000 | -11.6% | 33,694 | -0.8% | 0.07% | -11.2% |
| Q2 2015 | $1,320,000 | +137.4% | 33,961 | +142.9% | 0.08% | +56.9% |
| Q1 2015 | $556,000 | -67.7% | 13,982 | -66.2% | 0.05% | -50.5% |
| Q4 2014 | $1,719,000 | -32.9% | 41,328 | -28.0% | 0.10% | -26.4% |
| Q3 2014 | $2,563,000 | +83.1% | 57,370 | +97.2% | 0.14% | +133.3% |
| Q2 2014 | $1,400,000 | -82.3% | 29,089 | -83.0% | 0.06% | -88.0% |
| Q1 2014 | $7,900,000 | +53.5% | 171,537 | +53.3% | 0.50% | +25.2% |
| Q4 2013 | $5,148,000 | +77.5% | 111,868 | +79.9% | 0.40% | +47.6% |
| Q3 2013 | $2,900,000 | – | 62,182 | – | 0.27% | – |
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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% |