Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 125 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2017$122,000
-20.3%
3,206
-21.4%
0.00%0.0%
Q1 2017$153,000
-8.9%
4,081
-12.9%
0.00%0.0%
Q4 2016$168,000
-13.0%
4,688
-7.3%
0.00%0.0%
Q3 2016$193,000
-31.6%
5,059
-33.0%
0.00%
-50.0%
Q2 2016$282,000
-12.7%
7,549
-13.8%
0.00%
-33.3%
Q1 2016$323,000
-4.2%
8,761
-10.9%
0.00%0.0%
Q4 2015$337,000
-6.4%
9,831
-5.3%
0.00%0.0%
Q3 2015$360,000
-22.1%
10,378
-12.7%
0.00%
-25.0%
Q2 2015$462,000
-34.2%
11,884
-32.7%
0.00%
-42.9%
Q1 2015$702,000
-36.1%
17,663
-33.1%
0.01%
-36.4%
Q4 2014$1,098,000
-98.2%
26,386
-98.1%
0.01%
-98.4%
Q3 2014$60,473,000
-35.2%
1,355,887
-31.0%
0.70%
-42.1%
Q2 2014$93,381,000
-9.9%
1,964,272
-13.1%
1.21%
-22.4%
Q1 2014$103,683,000
-4.7%
2,260,376
-4.4%
1.56%
-16.0%
Q4 2013$108,755,000
-5.5%
2,363,203
-3.3%
1.86%
-18.6%
Q3 2013$115,042,000
-10.0%
2,443,539
-8.2%
2.28%
-23.2%
Q2 2013$127,839,0002,661,0932.97%
Other shareholders
WISDOMTREE TR shareholders Q1 2014
NameSharesValueWeighting ↓
CLEAR INVESTMENT RESEARCH, LLC 153,086$5,830,0004.62%
STERLING INVESTMENT ADVISORS LLC /ADV 85,137$3,242,0003.32%
Paracle Advisors, LLC 169,538$6,456,0002.99%
Lombard Odier Transatlantic Ltd 60,500$2,304,0002.20%
Lattice Strategies LLC 65,655$2,500,0001.91%
Valmark Advisers, Inc. 1,074,112$40,902,0001.02%
OPTIMUM INVESTMENT ADVISORS 65,655$2,500,0000.94%
Ausdal Financial Partners, Inc. 43,990$1,675,0000.84%
FLOW TRADERS U.S. LLC 154,544$5,885,0000.55%
Mosaic Financial Partners, Inc. 18,947$722,0000.44%
View complete list of WISDOMTREE TR shareholders