United Asset Strategies, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 312 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$5,780,000
+5.9%
81,882
+0.9%
1.12%
-6.1%
Q3 2019$5,458,000
+717.1%
81,113
+530.1%
1.20%
+301.0%
Q1 2016$668,000
-4.3%
12,874
-0.8%
0.30%
-1.7%
Q4 2015$698,000
-27.1%
12,981
-25.9%
0.30%
-31.3%
Q3 2015$957,000
-17.7%
17,517
-7.2%
0.44%
-15.2%
Q2 2015$1,163,000
+2.9%
18,886
+7.4%
0.52%
-0.8%
Q1 2015$1,130,00017,5850.52%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
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