Evanson Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 67 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2019
NameSharesValueWeighting ↓
CLEAR INVESTMENT RESEARCH, LLC 69,589$2,331,0003.77%
STERLING INVESTMENT ADVISORS LLC /ADV 76,127$2,550,0002.27%
Pictet North America Advisors SA 650,815$21,802,0001.97%
Foresight Wealth Management, LLC 44,342$1,485,0001.58%
Lattice Strategies LLC 26,160$876,0000.76%
OPTIMUM INVESTMENT ADVISORS 65,655$2,199,0000.76%
Private Ocean, LLC 78,765$2,639,0000.74%
Strategic Wealth Partners, Ltd. 28,455$979,0000.49%
BANQUE PICTET & CIE SA 650,815$21,802,0000.44%
V Wealth Advisors LLC 22,313$760,0000.39%
View complete list of WISDOMTREE TR shareholders