Homrich & Berg - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 387 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is 0.33 and the average weighting 1.0%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$224,000
-0.4%
2,948
+0.1%
0.01%0.0%
Q2 2021$225,0000.0%2,945
-4.9%
0.01%
-16.7%
Q1 2021$225,000
-13.1%
3,098
-26.2%
0.01%
-33.3%
Q3 2020$259,000
-43.6%
4,199
-44.4%
0.01%
-50.0%
Q2 2020$459,000
+6.5%
7,554
-10.1%
0.02%
-25.0%
Q1 2020$431,000
-50.0%
8,405
-31.1%
0.02%
-40.0%
Q4 2019$862,000
-4.4%
12,207
-9.0%
0.04%
-13.0%
Q3 2019$902,000
+2.9%
13,409
+1.2%
0.05%0.0%
Q2 2019$877,000
+3.5%
13,256
+0.1%
0.05%
+4.5%
Q1 2019$847,000
-18.9%
13,246
-28.4%
0.04%
-29.0%
Q4 2018$1,044,000
+36.6%
18,493
+53.0%
0.06%
+34.8%
Q3 2018$764,000
+9.3%
12,087
+9.1%
0.05%
-9.8%
Q2 2018$699,000
-86.2%
11,076
-86.2%
0.05%
-85.4%
Q1 2018$5,050,000
-2.5%
80,517
-1.0%
0.35%
-1.4%
Q4 2017$5,182,000
+21.7%
81,342
+23.6%
0.36%
+5.7%
Q3 2017$4,259,000
+393.5%
65,833
+375.4%
0.34%
+342.1%
Q2 2017$863,000
-76.4%
13,847
-76.2%
0.08%
-75.9%
Q1 2017$3,660,000
+9.9%
58,273
+0.4%
0.32%
+5.0%
Q4 2016$3,331,000
+4.6%
58,036
-2.0%
0.30%
+3.1%
Q3 2016$3,183,000
-1.4%
59,227
-7.3%
0.29%
-4.9%
Q2 2016$3,228,000
-0.5%
63,877
+2.3%
0.31%
-4.1%
Q1 2016$3,243,000
-5.7%
62,454
-2.2%
0.32%
+2.2%
Q4 2015$3,438,000
-23.2%
63,888
-22.0%
0.31%
-33.5%
Q3 2015$4,476,000
-12.6%
81,910
-1.5%
0.47%
-5.8%
Q2 2015$5,121,000
+0.8%
83,152
+8.2%
0.50%
+0.2%
Q1 2015$5,081,000
+14.6%
76,828
-3.6%
0.50%
+11.1%
Q4 2014$4,435,000
+1906.8%
79,734
+2012.7%
0.45%
+1696.0%
Q2 2014$221,0003,7740.02%
Other shareholders
WISDOMTREE TR shareholders Q4 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