WELCH & FORBES LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 312 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2017$4,739,000
-4.8%
74,380
-3.3%
0.13%
-3.8%
Q3 2017$4,976,000
-0.5%
76,910
-4.1%
0.13%
-6.4%
Q2 2017$4,999,000
+5.2%
80,210
+6.0%
0.14%
+2.9%
Q1 2017$4,754,000
+20.4%
75,695
+10.1%
0.14%
+15.3%
Q4 2016$3,947,000
+18.9%
68,770
+11.3%
0.12%
+2.6%
Q3 2016$3,320,000
+4.9%
61,800
-1.3%
0.12%
+19.8%
Q2 2016$3,164,000
+10.1%
62,600
+13.1%
0.10%
+6.7%
Q1 2016$2,875,000
+2.7%
55,373
+6.5%
0.09%0.0%
Q4 2015$2,799,000
-3.1%
52,008
-1.6%
0.09%
-6.2%
Q3 2015$2,890,000
-1.6%
52,875
+10.9%
0.10%
+5.5%
Q2 2015$2,936,000
-2.6%
47,682
+4.6%
0.09%0.0%
Q1 2015$3,014,00045,5770.09%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
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