KINGS POINT CAPITAL MANAGEMENT - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 385 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.

Quarter-by-quarter ownership
KINGS POINT CAPITAL MANAGEMENT ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$389,000
-15.4%
5,282
-8.0%
0.03%
-10.5%
Q4 2021$460,000
+1.8%
5,742
-3.4%
0.04%
-5.0%
Q3 2021$452,000
-0.2%
5,9420.0%0.04%
-2.4%
Q2 2021$453,000
+4.9%
5,942
+0.0%
0.04%
-4.7%
Q1 2021$432,000
+9.4%
5,941
-0.3%
0.04%
+2.4%
Q4 2020$395,000
-28.4%
5,958
-33.3%
0.04%
-39.1%
Q3 2020$552,000
-1.8%
8,937
-3.4%
0.07%
-14.8%
Q2 2020$562,000
+11.5%
9,254
-5.9%
0.08%
-9.0%
Q1 2020$504,000
-28.9%
9,839
-2.0%
0.09%
-15.2%
Q4 2019$709,000
+4.9%
10,0390.0%0.10%
-7.9%
Q3 2019$676,000
+1.8%
10,0390.0%0.11%
-5.8%
Q2 2019$664,000
+3.4%
10,039
+0.0%
0.12%
-5.5%
Q1 2019$642,000
+11.8%
10,038
-1.2%
0.13%0.0%
Q4 2018$574,000
-25.4%
10,163
-16.4%
0.13%
-10.5%
Q3 2018$769,000
+0.1%
12,1630.0%0.14%
-5.3%
Q2 2018$768,000
+0.7%
12,163
+0.0%
0.15%
-1.9%
Q1 2018$763,000
-2.3%
12,162
-0.7%
0.15%
-6.1%
Q4 2017$781,000
+13.5%
12,251
+15.3%
0.16%
+7.2%
Q3 2017$688,000
-10.6%
10,626
-14.0%
0.15%
-14.5%
Q2 2017$770,000
+5.0%
12,356
+5.8%
0.18%
+4.1%
Q1 2017$733,000
+4.4%
11,675
-4.5%
0.17%
-0.6%
Q4 2016$702,000
-2.4%
12,225
-8.6%
0.17%
-8.9%
Q3 2016$719,000
-4.6%
13,375
-10.4%
0.19%
-1.6%
Q2 2016$754,000
-6.2%
14,923
-3.7%
0.19%
-5.9%
Q1 2016$804,000
-73.1%
15,493
-72.1%
0.20%
-72.3%
Q4 2015$2,986,000
+95.7%
55,484
+98.7%
0.74%
+84.5%
Q3 2015$1,526,000
+67.9%
27,927
+89.2%
0.40%
+82.3%
Q2 2015$909,000
+0.1%
14,759
+7.5%
0.22%
-3.5%
Q1 2015$908,000
+66.6%
13,733
+40.2%
0.23%
+55.1%
Q4 2014$545,0009,7970.15%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
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