FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 352 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 4.30 and the average weighting 1.3%.

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 Q1 2015
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