Rothschild Capital Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 187 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
Rothschild Capital Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$7,738,000
-18.8%
125,316
-20.2%
3.06%
-22.9%
Q2 2020$9,528,000
+108.1%
156,950
+113.7%
3.98%
+128.8%
Q2 2017$4,579,000
-0.8%
73,4600.0%1.74%
-3.3%
Q1 2017$4,614,000
-45.0%
73,460
-49.7%
1.80%
-49.6%
Q4 2016$8,390,000
-20.9%
146,175
-15.1%
3.57%
-22.0%
Q2 2015$10,605,000
+43.9%
172,185
+54.6%
4.57%
+38.9%
Q1 2015$7,368,000111,4003.29%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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