Financial Architects, 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
Financial Architects, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$284,0000.0%4,5000.0%0.05%
-9.8%
Q2 2018$284,000
+0.7%
4,5000.0%0.05%
-7.3%
Q1 2018$282,000
-10.8%
4,500
-9.4%
0.06%
+3.8%
Q4 2017$316,000
-1.6%
4,9650.0%0.05%
-7.0%
Q3 2017$321,000
+3.9%
4,9650.0%0.06%
+3.6%
Q2 2017$309,000
-1.0%
4,9650.0%0.06%0.0%
Q1 2017$312,000
+9.5%
4,9650.0%0.06%
-17.9%
Q4 2016$285,000
-55.0%
4,965
-57.9%
0.07%
-60.6%
Q3 2016$633,000
+6.2%
11,7880.0%0.17%
+1.2%
Q2 2016$596,000
-6.4%
11,788
-3.9%
0.17%
-26.3%
Q1 2016$637,000
+16.5%
12,265
+20.6%
0.23%
+4.1%
Q4 2015$547,000
+11.0%
10,168
+12.6%
0.22%
+5.3%
Q3 2015$493,000
+9.8%
9,027
+23.9%
0.21%
+29.2%
Q2 2015$449,000
-1.1%
7,285
+6.0%
0.16%
-8.5%
Q1 2015$454,0006,8700.18%
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