Brinker Capital Investments, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 323 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$15,0000.0%2160.0%0.00%0.0%
Q3 2019$15,000
+7.1%
2160.0%0.00%
Q2 2019$14,0000.0%2160.0%0.00%
Q1 2019$14,000
+16.7%
2160.0%0.00%
Q4 2018$12,000
-42.9%
216
-33.7%
0.00%
-100.0%
Q3 2018$21,000
+50.0%
326
+50.9%
0.00%
Q2 2018$14,0000.0%2160.0%0.00%
Q1 2018$14,0000.0%2160.0%0.00%
Q4 2017$14,0000.0%2160.0%0.00%
Q3 2017$14,000
+7.7%
2160.0%0.00%
Q2 2017$13,000
-7.1%
2160.0%0.00%
-100.0%
Q1 2017$14,000
+16.7%
2160.0%0.00%0.0%
Q4 2016$12,0000.0%2160.0%0.00%0.0%
Q3 2016$12,000
+9.1%
2160.0%0.00%
Q2 2016$11,0000.0%2160.0%0.00%
Q1 2016$11,000
-99.7%
216
-99.7%
0.00%
-100.0%
Q4 2015$4,112,000
-1.5%
76,410
+0.1%
0.18%
-2.2%
Q3 2015$4,173,000
+10.2%
76,358
+24.2%
0.18%
+24.7%
Q2 2015$3,788,000
-8.3%
61,490
-1.6%
0.15%
-6.4%
Q1 2015$4,133,000
+18.9%
62,4900.0%0.16%
+18.2%
Q4 2014$3,476,00062,4900.13%
Other shareholders
WISDOMTREE TR shareholders Q4 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