Edge Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 248 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 56.02 and the average weighting 0.4%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$286,000
+60.7%
3,889
+75.2%
0.06%
+69.7%
Q4 2021$178,000
+143.8%
2,220
+132.2%
0.03%
+135.7%
Q3 2021$73,0000.0%9560.0%0.01%
-6.7%
Q2 2021$73,000
+4.3%
9560.0%0.02%0.0%
Q1 2021$70,000
+7.7%
956
-2.4%
0.02%0.0%
Q4 2020$65,000
+3.2%
980
-3.7%
0.02%0.0%
Q3 2020$63,000
+6.8%
1,018
+4.5%
0.02%
+36.4%
Q2 2020$59,000
+20.4%
974
+1.0%
0.01%0.0%
Q1 2020$49,000
-14.0%
964
+18.4%
0.01%0.0%
Q4 2019$57,000
+9.6%
814
+5.2%
0.01%
-8.3%
Q3 2019$52,000
+4.0%
774
+2.0%
0.01%
+9.1%
Q2 2019$50,000
-27.5%
759
-29.4%
0.01%
-35.3%
Q1 2019$69,000
+13.1%
1,0750.0%0.02%0.0%
Q4 2018$61,000
-99.3%
1,075
-99.2%
0.02%
-99.1%
Q3 2018$8,212,000
-0.4%
129,895
-0.5%
1.97%
-6.0%
Q2 2018$8,241,000
+4.3%
130,523
+3.6%
2.10%
-0.0%
Q1 2018$7,903,000
+8.4%
126,005
+10.3%
2.10%
+1.6%
Q4 2017$7,289,000
+1.4%
114,208
+2.8%
2.06%
-5.1%
Q3 2017$7,187,000
+37726.3%
111,114
+36330.8%
2.18%
+36150.0%
Q2 2017$19,0000.0%3050.0%0.01%
-14.3%
Q1 2017$19,000
+11.8%
3050.0%0.01%
+16.7%
Q4 2016$17,000
+6.2%
3050.0%0.01%
-14.3%
Q3 2016$16,000
-93.2%
305
-93.4%
0.01%
-92.8%
Q2 2016$234,000
+358.8%
4,635
+375.4%
0.10%
+321.7%
Q1 2016$51,000
-99.6%
975
-99.6%
0.02%
-99.5%
Q4 2015$13,224,000
-12.1%
244,112
-12.0%
4.99%
-12.0%
Q3 2015$15,044,000
-11.6%
277,253
+0.4%
5.67%
-2.7%
Q2 2015$17,025,000
+982.3%
276,019
+1062.2%
5.82%
+1001.1%
Q1 2015$1,573,00023,7490.53%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
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