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 ↓
Progeny 3, Inc. 486,000$27,430,00037.06%
Financial Advantage, Inc. 161,004$9,087,0007.42%
Permanens Capital L.P. 215,425$12,159,0004.58%
Intercontinental Wealth Advisors, LLC 129,745$7,323,0004.09%
Evolution Wealth Advisors, LLC 132,054$7,453,0003.40%
Clearwater Capital Advisors, LLC 273,496$15,436,0003.38%
Janney Capital Management LLC 1,046,878$59,086,0003.19%
TPG Financial Advisors, LLC 47,112$2,659,0002.89%
GenTrust, LLC 283,460$15,998,0002.86%
Itau Unibanco Holding S.A. 1,032,543$58,277,0002.64%
View complete list of WISDOMTREE TR shareholders