Livingston Group Asset Management CO (operating as Southport Capital Management) - 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
Livingston Group Asset Management CO (operating as Southport Capital Management) ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$522,000
-52.0%
7,093
-47.7%
0.19%0.0%
Q4 2021$1,088,000
-12.2%
13,574
-16.7%
0.19%
-61.6%
Q3 2021$1,239,000
-6.5%
16,293
-6.2%
0.50%
+51.5%
Q2 2021$1,325,000
-7.7%
17,372
-11.9%
0.33%
-13.0%
Q1 2021$1,435,000
+1.8%
19,723
-7.3%
0.38%
-24.9%
Q4 2020$1,410,000
+5.7%
21,265
-1.6%
0.50%
-1.6%
Q3 2020$1,334,000
-6.8%
21,608
-8.4%
0.51%
-16.8%
Q2 2020$1,431,000
+29.6%
23,578
+9.5%
0.61%
+5.0%
Q1 2020$1,104,000
-63.7%
21,541
-49.9%
0.58%
-50.6%
Q4 2019$3,038,000
+0.6%
43,035
-4.1%
1.18%
-13.2%
Q3 2019$3,021,000
+10.3%
44,893
+8.5%
1.36%
+9.3%
Q2 2019$2,738,000
+7.3%
41,383
+3.7%
1.24%
+9.8%
Q1 2019$2,551,000
+33.2%
39,916
+17.6%
1.13%
+17.5%
Q4 2018$1,915,000
-29.4%
33,929
-21.0%
0.96%
-16.2%
Q3 2018$2,714,000
+0.3%
42,937
+0.2%
1.15%
-5.6%
Q2 2018$2,705,000
+14.9%
42,845
+14.1%
1.22%
+15.8%
Q1 2018$2,355,000
+10.9%
37,544
+12.7%
1.05%
+30.5%
Q4 2017$2,123,000
+2.3%
33,320
+3.8%
0.81%
-8.6%
Q3 2017$2,076,000
+2.9%
32,094
-0.8%
0.88%
-0.5%
Q2 2017$2,017,000
+3.3%
32,359
+4.1%
0.89%
-19.2%
Q1 2017$1,952,000
+9.4%
31,078
-0.0%
1.10%
+0.6%
Q4 2016$1,784,000
+7.9%
31,082
+1.0%
1.09%
-5.2%
Q3 2016$1,653,000
+2.2%
30,762
-3.8%
1.15%
+27.6%
Q2 2016$1,617,000
-6.5%
31,992
-3.9%
0.90%
-18.7%
Q1 2016$1,729,000
-1.1%
33,300
+2.5%
1.11%
-1.8%
Q4 2015$1,748,000
+36.5%
32,478
+38.6%
1.13%
+31.1%
Q3 2015$1,281,000
+27.7%
23,438
+43.9%
0.86%
+42.3%
Q2 2015$1,003,000
+22.9%
16,283
+32.0%
0.60%
+25.5%
Q1 2015$816,00012,3350.48%
Other shareholders
WISDOMTREE TR shareholders Q2 2017
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