PATTEN & PATTEN INC/TN - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 323 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.

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 2016
NameSharesValueWeighting ↓
Permanens Capital L.P. 503,187$36,612,0007.52%
Wealthgate Family Office, LLC 55,784$4,059,0005.52%
J.Safra Asset Management Corp 129,941$9,455,0004.42%
Private Portfolio Partners LLC 71,666$5,214,4431.69%
Activest Wealth Management 20,421$1,486,0001.22%
CONDOR CAPITAL MANAGEMENT 94,146$6,850,0000.81%
LAKE STREET PRIVATE WEALTH, LLC 31,609$2,300,0000.64%
BTR CAPITAL MANAGEMENT INC 57,526$4,186,0000.61%
Psagot Value Holdings Ltd. 231,173$16,820,0000.38%
Livingston Group Asset Management CO (operating as Southport Capital Management) 19,723$1,435,0000.38%
View complete list of WISDOMTREE TR shareholders