Ascent Wealth Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 308 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.6%.

Quarter-by-quarter ownership
Ascent Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2017$220,000
+1.9%
3,403
-1.7%
0.09%
-5.4%
Q2 2017$216,000
-87.5%
3,463
-87.4%
0.09%
-88.1%
Q1 2017$1,729,000
+16.4%
27,527
+6.4%
0.78%
+7.1%
Q4 2016$1,485,000
+6.9%
25,873
+0.1%
0.73%
+3.7%
Q3 2016$1,389,000
+7.8%
25,848
+1.4%
0.70%
+5.2%
Q2 2016$1,288,000
-52.7%
25,503
-51.4%
0.67%
-54.4%
Q1 2016$2,725,000
+8.5%
52,473
+12.4%
1.46%
+4.4%
Q4 2015$2,512,000
-8.4%
46,679
-7.0%
1.40%
-14.4%
Q3 2015$2,743,000
-9.5%
50,197
+2.0%
1.64%
-1.8%
Q2 2015$3,031,000
+8.2%
49,207
+16.2%
1.67%
+8.8%
Q1 2015$2,801,00042,3531.53%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
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