FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC - 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
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$204,000
-4.9%
3,360
-19.7%
0.06%
-13.2%
Q1 2020$214,439
-28.8%
4,185
-21.6%
0.07%
-31.3%
Q4 2018$301,000
-10.7%
5,3350.0%0.10%
+3.1%
Q3 2018$337,0000.0%5,3350.0%0.10%
-5.9%
Q2 2018$337,000
-7.9%
5,335
-8.6%
0.10%
-7.3%
Q1 2018$366,000
-97.2%
5,835
-97.2%
0.11%
-95.5%
Q4 2017$13,269,000
-6.0%
208,265
-4.6%
2.45%
-9.3%
Q3 2017$14,123,000
+13.8%
218,285
+9.7%
2.70%
+4.2%
Q2 2017$12,405,000
+14.2%
199,027
+15.1%
2.59%
+8.7%
Q1 2017$10,862,000
+39.3%
172,937
+27.3%
2.38%
+27.1%
Q4 2016$7,798,000
+9.5%
135,860
+4.6%
1.88%
+3.7%
Q3 2016$7,122,000
+7.3%
129,869
-1.1%
1.81%
+1.9%
Q2 2016$6,636,000
-23.5%
131,323
-21.4%
1.78%
-17.5%
Q1 2016$8,677,000
+8.8%
167,128
+12.8%
2.15%
+13.4%
Q4 2015$7,973,000
-32.8%
148,165
-31.8%
1.90%
-36.3%
Q3 2015$11,868,000
+32.6%
217,165
+49.5%
2.98%
+35.9%
Q2 2015$8,948,000
+30.2%
145,282
+39.8%
2.19%
+27.1%
Q1 2015$6,875,000
+824.1%
103,952
+677.2%
1.72%
+754.0%
Q4 2014$744,00013,3750.20%
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