Atria Investments, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 188 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$610,000
-20.8%
11,906
+9.1%
0.05%
+123.8%
Q4 2019$770,000
+11.8%
10,911
+6.5%
0.02%
-16.0%
Q3 2019$689,000
+13.0%
10,244
+5.4%
0.02%
+8.7%
Q2 2019$610,000
+20.3%
9,722
+22.7%
0.02%
+9.5%
Q1 2019$507,000
+31.7%
7,926
+16.1%
0.02%
+23.5%
Q4 2018$385,000
-17.6%
6,829
-7.5%
0.02%
-5.6%
Q3 2018$467,000
+15.3%
7,383
+15.1%
0.02%0.0%
Q2 2018$405,000
-26.1%
6,416
-26.5%
0.02%
-30.8%
Q1 2018$548,000
+44.6%
8,732
+46.7%
0.03%
+36.8%
Q4 2017$379,000
+35.8%
5,951
+22.2%
0.02%
-9.5%
Q4 2016$279,000
-92.3%
4,869
-93.2%
0.02%
-94.7%
Q4 2015$3,603,000
-0.0%
72,085
+9.3%
0.40%
-20.5%
Q3 2015$3,604,000
-6.6%
65,941
+5.3%
0.50%
+9.9%
Q2 2015$3,857,000
+4.1%
62,626
+11.8%
0.45%
+8.1%
Q1 2015$3,706,000
+1511.3%
56,032
+1257.4%
0.42%
+1645.8%
Q4 2014$230,000
-41.5%
4,128
-49.5%
0.02%
-50.0%
Q2 2013$393,0008,1760.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
NameSharesValueWeighting ↓
Permanens Capital L.P. 503,187$36,612,0007.52%
Wealthgate Family Office, LLC 55,784$4,059,0005.52%
J.Safra Asset Management Corp 129,941$9,455,0004.42%
Private Portfolio Partners LLC 71,666$5,214,4431.69%
Activest Wealth Management 20,421$1,486,0001.22%
CONDOR CAPITAL MANAGEMENT 94,146$6,850,0000.81%
LAKE STREET PRIVATE WEALTH, LLC 31,609$2,300,0000.64%
BTR CAPITAL MANAGEMENT INC 57,526$4,186,0000.61%
Psagot Value Holdings Ltd. 231,173$16,820,0000.38%
Livingston Group Asset Management CO (operating as Southport Capital Management) 19,723$1,435,0000.38%
View complete list of WISDOMTREE TR shareholders