Aureus Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 306 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
Aureus Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$1,836,000
+0.1%
29,0470.0%0.23%
-7.5%
Q2 2018$1,834,000
+0.7%
29,0470.0%0.25%
-8.0%
Q1 2018$1,822,000
-1.6%
29,0470.0%0.27%
-4.5%
Q4 2017$1,851,000
-1.5%
29,0470.0%0.29%
-3.4%
Q3 2017$1,879,000
+3.8%
29,0470.0%0.30%
-2.3%
Q2 2017$1,810,000
-6.0%
29,0470.0%0.30%
-9.0%
Q1 2017$1,926,000
+15.5%
29,0470.0%0.33%
+2.1%
Q4 2016$1,667,000
+6.8%
29,0470.0%0.33%
+4.8%
Q3 2016$1,561,000
-4.1%
29,047
-2.5%
0.31%
-23.0%
Q3 2015$1,628,000
-10.7%
29,783
+0.6%
0.40%
+5.7%
Q2 2015$1,823,000
+6.2%
29,603
+14.0%
0.38%
-3.0%
Q1 2015$1,717,00025,9630.40%
Other shareholders
WISDOMTREE TR shareholders Q3 2016
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