Institute for Wealth Management, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 229 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$116,000
-95.3%
1,650
-96.4%
0.03%
-99.3%
Q4 2015$2,444,000
-13.4%
45,418
-12.0%
3.65%
-31.9%
Q3 2015$2,821,000
-17.5%
51,612
-7.1%
5.36%
+21.3%
Q2 2015$3,421,000
-1.8%
55,538
+5.5%
4.42%
+15.4%
Q1 2015$3,483,000
+6.9%
52,654
-10.1%
3.83%
+11.7%
Q4 2014$3,259,00058,5963.43%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
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