Lowe Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 385 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2018$789,000
-1.9%
12,580
-0.3%
0.50%
+1.0%
Q4 2017$804,000
-1.6%
12,6200.0%0.49%
-3.9%
Q3 2017$817,000
+11.3%
12,620
+7.1%
0.51%
+9.0%
Q2 2017$734,000
-3.8%
11,780
-3.1%
0.47%
-6.8%
Q1 2017$763,000
+0.5%
12,155
-8.1%
0.50%
-3.3%
Q4 2016$759,000
+0.4%
13,220
-6.0%
0.52%
+1.4%
Q3 2016$756,000
+11.2%
14,060
+4.5%
0.51%
+12.0%
Q2 2016$680,000
+0.1%
13,450
+2.8%
0.46%
-1.9%
Q1 2016$679,000
-3.7%
13,085
-0.1%
0.47%
-2.9%
Q4 2015$705,000
+5.1%
13,100
+6.8%
0.48%
-5.5%
Q3 2015$671,000
-11.2%
12,2700.0%0.51%
-0.8%
Q2 2015$756,000
-4.9%
12,270
+2.1%
0.51%
-5.2%
Q1 2015$795,000
+23.4%
12,020
+3.8%
0.54%
+17.1%
Q4 2014$644,00011,5850.46%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
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