Atria Investments, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 259 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.

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 2018
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