Gradient Investments LLC - 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
Gradient Investments LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$2,466
-58.9%
30
-62.5%
0.00%
Q1 2022$6,000
-81.2%
80
-84.1%
0.00%
-100.0%
Q1 2017$32,000
+433.3%
504
+404.0%
0.00%
+100.0%
Q4 2016$6,000
+20.0%
1000.0%0.00%
Q3 2016$5,0000.0%1000.0%0.00%
-100.0%
Q2 2016$5,0000.0%1000.0%0.00%0.0%
Q1 2016$5,0000.0%1000.0%0.00%0.0%
Q4 2015$5,0000.0%1000.0%0.00%0.0%
Q3 2015$5,000
+150.0%
100
+300.0%
0.00%
Q2 2015$2,000250.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
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