COLDSTREAM CAPITAL MANAGEMENT INC - 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
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$378,000
+68.8%
4,720
+21.1%
0.01%
-66.7%
Q4 2016$224,000
-58.1%
3,898
-60.8%
0.04%
-62.1%
Q3 2016$534,000
-21.8%
9,939
-26.4%
0.10%
-21.5%
Q2 2016$683,000
-29.8%
13,508
-27.9%
0.12%
-31.6%
Q1 2016$973,000
-38.1%
18,738
-35.9%
0.18%
-48.1%
Q4 2015$1,572,000
-57.7%
29,220
-57.0%
0.34%
-65.7%
Q3 2015$3,718,000
-23.8%
68,028
-14.2%
0.99%
-22.1%
Q2 2015$4,881,000
+19.2%
79,252
+28.0%
1.28%
+13.0%
Q1 2015$4,096,00061,9301.13%
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