Evanson Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 70 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$207,000
+2.0%
5,7480.0%0.04%0.0%
Q2 2019$203,000
+0.5%
5,748
-1.9%
0.04%
+2.5%
Q2 2018$202,000
-12.2%
5,8620.0%0.04%
-14.9%
Q1 2018$230,000
+12.7%
5,862
+10.6%
0.05%
+14.6%
Q4 2017$204,0000.0%5,2990.0%0.04%
-6.8%
Q3 2017$204,000
+1.5%
5,2990.0%0.04%
-4.3%
Q2 2017$201,000
-11.5%
5,299
-19.0%
0.05%
-45.9%
Q3 2015$227,000
-10.3%
6,539
+0.5%
0.08%
-3.4%
Q2 2015$253,000
-1.6%
6,505
+0.5%
0.09%
-4.3%
Q1 2015$257,000
+2.4%
6,473
+7.2%
0.09%
-1.1%
Q4 2014$251,0006,0400.09%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
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