Independent Portfolio Consultants, Inc. - 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
Independent Portfolio Consultants, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2017$289,000
-18.8%
4,595
-25.9%
0.10%
-14.5%
Q4 2016$356,000
+2.0%
6,205
-4.5%
0.12%
+7.3%
Q3 2016$349,000
-2.5%
6,496
-8.4%
0.11%
-3.5%
Q2 2016$358,000
-8.7%
7,091
-6.0%
0.11%
+2.7%
Q1 2016$392,000
-41.1%
7,546
-39.0%
0.11%
-44.2%
Q4 2015$665,000
-47.3%
12,366
-46.5%
0.20%
-28.4%
Q3 2015$1,263,000
-14.3%
23,106
-3.4%
0.28%
-6.8%
Q2 2015$1,474,000
+27.2%
23,925
+36.6%
0.30%
+24.5%
Q1 2015$1,159,000
+32.3%
17,520
+11.3%
0.24%
+34.7%
Q4 2014$876,000
-30.6%
15,745
-28.0%
0.18%
-48.2%
Q3 2014$1,263,000
-9.4%
21,865
-8.3%
0.34%
-12.8%
Q2 2014$1,394,00023,8500.39%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
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