Independent Portfolio Consultants, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 322 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.6%.

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 Q2 2017
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