Cerity Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 338 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$777,202
-37.9%
19,676
+28.7%
0.00%
-20.0%
Q2 2023$1,252,163
+25.3%
15,290
+25.7%
0.01%
+150.0%
Q1 2023$999,674
+16.3%
12,160
-1.0%
0.00%
-66.7%
Q4 2022$859,574
+301.7%
12,284
+256.7%
0.01%
+100.0%
Q3 2022$214,000
-15.1%
3,444
-10.4%
0.00%0.0%
Q2 2022$252,000
-11.0%
3,8450.0%0.00%
-25.0%
Q1 2022$283,000
-8.1%
3,8450.0%0.00%
-20.0%
Q4 2021$308,000
-11.7%
3,845
-16.1%
0.01%
-37.5%
Q3 2021$349,0000.0%4,5840.0%0.01%0.0%
Q2 2021$349,000
+1.5%
4,584
-3.1%
0.01%0.0%
Q1 2021$344,000
-24.6%
4,730
-31.2%
0.01%
-46.7%
Q4 2020$456,000
-23.9%
6,880
-29.1%
0.02%
-40.0%
Q3 2020$599,000
-24.2%
9,706
-25.4%
0.02%
-43.2%
Q2 2020$790,000
-18.2%
13,004
-31.1%
0.04%
-27.9%
Q1 2020$966,000
-57.0%
18,862
-40.8%
0.06%
-47.0%
Q4 2019$2,247,000
+14.5%
31,842
+9.2%
0.12%0.0%
Q3 2019$1,962,000
-45.4%
29,162
-46.3%
0.12%
-49.1%
Q2 2019$3,592,000
+1678.2%
54,274
+1598.2%
0.23%
+1406.7%
Q2 2018$202,000
-3.3%
3,196
-2.7%
0.02%
+7.1%
Q4 2017$209,0003,2860.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
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