Capital Investment Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 352 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 4.30 and the average weighting 1.3%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2018$4,460,000
-4.4%
70,637
-5.0%
0.28%
-8.6%
Q1 2018$4,666,000
-10.1%
74,392
-8.7%
0.30%
-10.3%
Q4 2017$5,189,000
-5.1%
81,440
-3.6%
0.34%
-9.6%
Q3 2017$5,466,000
+0.6%
84,484
-3.1%
0.38%
-3.6%
Q2 2017$5,436,000
-10.6%
87,209
-9.9%
0.39%
-15.6%
Q1 2017$6,080,000
-16.5%
96,805
-23.7%
0.46%
-24.9%
Q4 2016$7,280,000
-13.8%
126,824
-19.3%
0.61%
-17.4%
Q3 2016$8,441,000
-8.5%
157,072
-14.0%
0.74%
-14.0%
Q2 2016$9,229,000
-23.4%
182,642
-21.2%
0.86%
-27.1%
Q1 2016$12,041,000
+0.4%
231,922
+4.1%
1.18%
-4.0%
Q4 2015$11,991,000
+3.3%
222,840
+4.9%
1.23%
-5.2%
Q3 2015$11,610,000
+218.8%
212,448
+259.3%
1.30%
+232.1%
Q2 2015$3,642,000
+133.3%
59,125
+150.5%
0.39%
+137.6%
Q1 2015$1,561,00023,6070.16%
Other shareholders
WISDOMTREE TR shareholders Q1 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