Alpha Cubed Investments, 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
Alpha Cubed Investments, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2016$426,000
+0.7%
7,427
-5.7%
0.10%
-10.5%
Q3 2016$423,000
+3.4%
7,872
-2.8%
0.11%
-19.1%
Q2 2016$409,000
-18.0%
8,098
-15.7%
0.14%
-7.2%
Q1 2016$499,000
-5.0%
9,604
-1.5%
0.15%
+10.9%
Q4 2015$525,000
-24.8%
9,755
-15.0%
0.14%
-25.1%
Q3 2015$698,000
-8.4%
11,480
-7.2%
0.18%
-10.3%
Q2 2015$762,000
+15.8%
12,367
+24.2%
0.20%
-0.5%
Q1 2015$658,000
+57.8%
9,956
+32.8%
0.20%
+25.8%
Q4 2014$417,000
-80.1%
7,497
-79.3%
0.16%
-83.5%
Q3 2014$2,091,00036,1810.99%
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