PATTEN & PATTEN INC/TN - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 188 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

Quarter-by-quarter ownership
PATTEN & PATTEN INC/TN ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2017$542,000
+15.3%
8,695
+16.1%
0.06%
+11.1%
Q1 2017$470,000
+5.1%
7,490
-3.9%
0.05%
-1.8%
Q4 2016$447,000
-73.0%
7,790
-74.7%
0.06%
-74.2%
Q3 2016$1,655,000
-8.6%
30,790
-14.0%
0.21%
-14.8%
Q2 2016$1,810,000
-13.2%
35,815
-10.9%
0.25%
-16.1%
Q1 2016$2,086,000
+2.7%
40,185
+6.5%
0.30%
+6.0%
Q4 2015$2,031,000
-2.8%
37,745
-1.3%
0.28%
-11.9%
Q3 2015$2,090,000
-71.2%
38,252
-67.5%
0.32%
-69.7%
Q2 2015$7,248,000
+6.3%
117,676
+14.2%
1.05%
+7.3%
Q1 2015$6,816,000
+20.0%
103,050
+0.9%
0.98%
+14.1%
Q4 2014$5,682,000
+0.4%
102,165
+4.3%
0.86%
-4.6%
Q3 2014$5,660,000
+13.8%
97,953
+15.1%
0.90%
+11.4%
Q2 2014$4,973,000
+13.0%
85,103
+9.3%
0.81%
+35.6%
Q1 2014$4,402,000
+73.0%
77,836
+72.0%
0.60%
+67.9%
Q4 2013$2,544,000
+165.8%
45,260
+151.4%
0.36%
+367.1%
Q3 2013$957,00018,0050.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders