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 2014 | $34,000 | -10.5% | 823 | -3.3% | 0.01% | -7.7% |
| Q3 2014 | $38,000 | -33.3% | 851 | -29.1% | 0.01% | -35.0% |
| Q2 2014 | $57,000 | -48.2% | 1,201 | -50.0% | 0.02% | -4.8% |
| Q1 2014 | $110,000 | +32.5% | 2,402 | +33.4% | 0.02% | -38.2% |
| Q4 2013 | $83,000 | +23.9% | 1,801 | +25.9% | 0.03% | 0.0% |
| Q3 2013 | $67,000 | +55.8% | 1,430 | +59.4% | 0.03% | +17.2% |
| Q2 2013 | $43,000 | – | 897 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paracle Advisors, LLC | 198,594 | $7,894,000 | 5.10% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 121,056 | $4,812,000 | 4.85% |
| CLEAR INVESTMENT RESEARCH, LLC | 121,738 | $4,839,000 | 4.38% |
| Valmark Advisers, Inc. | 2,781,644 | $110,570,000 | 2.53% |
| White Pine Investment CO | 90,780 | $3,609,000 | 2.06% |
| TD Ameritrade Trust Co | 216,979 | $8,625,000 | 1.99% |
| One Capital Management, LLC | 124,561 | $4,951,000 | 1.49% |
| Morningstar Investment Services LLC | 838,593 | $33,334,000 | 1.45% |
| OPTIMUM INVESTMENT ADVISORS | 69,090 | $2,746,000 | 0.87% |
| Garde Capital, Inc. | 47,196 | $1,876,000 | 0.57% |