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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $358,000 | -83.8% | 10,000 | -82.8% | 0.01% | -82.6% |
| Q3 2016 | $2,216,000 | +2.3% | 58,200 | -1.1% | 0.05% | -22.0% |
| Q1 2016 | $2,167,000 | +109.2% | 58,860 | +170.1% | 0.06% | +156.5% |
| Q2 2014 | $1,036,000 | -73.4% | 21,791 | -74.4% | 0.02% | -76.8% |
| Q1 2014 | $3,899,000 | +94.4% | 85,000 | +95.0% | 0.10% | +17.9% |
| Q4 2013 | $2,006,000 | -9.9% | 43,600 | -12.8% | 0.08% | -16.8% |
| Q3 2013 | $2,227,000 | -81.5% | 50,000 | -80.0% | 0.10% | -84.1% |
| Q2 2013 | $12,010,000 | -5.3% | 250,000 | -0.2% | 0.64% | -13.9% |
| Q2 2012 | $12,685,000 | -2.4% | 250,597 | -0.2% | 0.74% | +6.3% |
| Q1 2012 | $13,000,000 | +6.8% | 250,997 | +0.4% | 0.70% | -34.7% |
| Q4 2011 | $12,168,000 | +0.8% | 250,000 | -0.4% | 1.07% | -5.3% |
| Q3 2011 | $12,075,000 | +179.8% | 250,971 | +211.3% | 1.13% | +234.1% |
| Q2 2011 | $4,315,000 | +99.5% | 80,622 | +93.5% | 0.34% | +74.6% |
| Q1 2011 | $2,163,000 | – | 41,672 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chessman Wealth Strategies RIA | 297,930 | $11,709,000 | 14.75% |
| CLEAR INVESTMENT RESEARCH, LLC | 177,267 | $6,967,000 | 4.56% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 79,780 | $3,135,000 | 2.59% |
| Strategic Wealth Partners, Ltd. | 95,538 | $3,755,000 | 1.94% |
| Mosaic Financial Partners, Inc. | 68,332 | $2,685,000 | 1.63% |
| One Capital Management, LLC | 122,139 | $4,800,000 | 0.94% |
| Lattice Strategies LLC | 28,045 | $1,102,000 | 0.80% |
| OPTIMUM INVESTMENT ADVISORS | 65,655 | $2,580,000 | 0.76% |
| Paracle Advisors, LLC | 41,740 | $1,640,000 | 0.52% |
| FLOW TRADERS U.S. LLC | 163,516 | $6,426,000 | 0.50% |