Intellectus Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 75 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Intellectus Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$27,000
+8.0%
776
+2.8%
0.01%
+33.3%
Q3 2018$25,000
-3.8%
755
+1.5%
0.01%0.0%
Q2 2018$26,000
-10.3%
744
+1.6%
0.01%
-10.0%
Q1 2018$29,000
+3.6%
732
+1.4%
0.01%0.0%
Q4 2017$28,0000.0%722
+1.3%
0.01%
-16.7%
Q3 2017$28,000
+3.7%
713
+1.1%
0.01%0.0%
Q2 2017$27,000
+3.8%
705
+1.1%
0.01%
-7.7%
Q1 2017$26,000
+4.0%
697
+1.2%
0.01%0.0%
Q4 2016$25,0006890.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2017
NameSharesValueWeighting ↓
Paracle Advisors, LLC 198,594$7,894,0005.10%
STERLING INVESTMENT ADVISORS LLC /ADV 121,056$4,812,0004.85%
CLEAR INVESTMENT RESEARCH, LLC 121,738$4,839,0004.38%
Valmark Advisers, Inc. 2,781,644$110,570,0002.53%
White Pine Investment CO 90,780$3,609,0002.06%
TD Ameritrade Trust Co 216,979$8,625,0001.99%
One Capital Management, LLC 124,561$4,951,0001.49%
Morningstar Investment Services LLC 838,593$33,334,0001.45%
OPTIMUM INVESTMENT ADVISORS 69,090$2,746,0000.87%
Garde Capital, Inc. 47,196$1,876,0000.57%
View complete list of WISDOMTREE TR shareholders