Westside Investment Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 194 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.1%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$179,962
-7.6%
4,556
+91.6%
0.05%
-5.5%
Q2 2023$194,687
-0.4%
2,3780.0%0.06%
-3.5%
Q1 2023$195,496
+117668.7%
2,3780.0%0.06%
Q4 2022$166
-99.9%
2,3780.0%0.00%
Q3 2022$147,000
-5.2%
2,3780.0%0.00%
Q2 2022$155,000
-10.9%
2,3780.0%0.00%
Q1 2022$174,000
-8.4%
2,3780.0%0.00%
Q4 2021$190,000
+5.6%
2,3780.0%0.00%
Q3 2021$180,000
-0.6%
2,3780.0%0.00%
Q2 2021$181,000
+4.6%
2,3780.0%0.00%
Q1 2021$173,000
+10.2%
2,3780.0%0.00%
Q4 2020$157,000
+7.5%
2,3780.0%0.00%
Q3 2020$146,000
+1.4%
2,3780.0%0.00%
Q2 2020$144,000
+19.0%
2,3780.0%0.00%
Q1 2020$121,000
-65.6%
2,378
-55.4%
0.00%
-100.0%
Q2 2019$352,000
-99.9%
5,333
-6.1%
0.00%
-99.1%
Q4 2018$320,466,000
-36.5%
5,678
-28.6%
0.12%
-27.3%
Q3 2018$504,825,000
+4.5%
7,950
+3.7%
0.16%
-5.3%
Q2 2018$483,126,000
+0.4%
7,665
-1.3%
0.17%
-35.6%
Q1 2018$481,005,000
-12.7%
7,767
-7.2%
0.26%
-11.4%
Q4 2017$550,867,000
-8.7%
8,374
-10.0%
0.30%
-18.1%
Q3 2017$603,545,000
-1.0%
9,304
-4.4%
0.36%
-8.5%
Q2 2017$609,618,000
-2.5%
9,729
-3.0%
0.40%
+33.1%
Q1 2017$625,149,000
+14.3%
10,027
+6.4%
0.30%
-19.6%
Q4 2016$546,947,0009,4220.37%
Other shareholders
WISDOMTREE TR shareholders Q3 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