Focused Wealth Management, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 312 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$2,0000.0%300.0%0.00%
Q4 2021$2,0000.0%300.0%0.00%
Q3 2021$2,0000.0%300.0%0.00%
Q2 2021$2,0000.0%300.0%0.00%
Q1 2021$2,0000.0%300.0%0.00%
Q4 2020$2,0000.0%300.0%0.00%
Q3 2020$2,0000.0%300.0%0.00%
Q2 2020$2,0000.0%300.0%0.00%
-100.0%
Q1 2020$2,0000.0%300.0%0.00%
Q4 2019$2,0000.0%300.0%0.00%
-100.0%
Q3 2019$2,0000.0%300.0%0.00%0.0%
Q2 2019$2,0000.0%300.0%0.00%0.0%
Q1 2019$2,0000.0%300.0%0.00%0.0%
Q4 2018$2,0000.0%300.0%0.00%0.0%
Q3 2018$2,0000.0%300.0%0.00%0.0%
Q2 2018$2,0000.0%300.0%0.00%0.0%
Q1 2018$2,000
-80.0%
30
-80.6%
0.00%
-66.7%
Q4 2017$10,000
+150.0%
155
+162.7%
0.00%
+200.0%
Q3 2017$4,000
+100.0%
59
+103.4%
0.00%0.0%
Q2 2017$2,0000.0%290.0%0.00%0.0%
Q1 2017$2,0000.0%290.0%0.00%0.0%
Q4 2016$2,000
-80.0%
29
-84.2%
0.00%
-75.0%
Q3 2016$10,000
+42.9%
184
+26.9%
0.00%
+33.3%
Q2 2016$7,000
-92.0%
145
-91.4%
0.00%
-93.8%
Q1 2016$88,000
-28.5%
1,687
-26.1%
0.05%
-32.4%
Q4 2015$123,000
+2.5%
2,284
+3.8%
0.07%
-6.6%
Q3 2015$120,000
-11.1%
2,2000.0%0.08%
-9.5%
Q2 2015$135,000
-6.9%
2,200
+0.5%
0.08%
-5.6%
Q1 2015$145,0002,1890.09%
Other shareholders
WISDOMTREE TR shareholders Q1 2017
NameSharesValueWeighting ↓
VALLEY FINANCIAL MANAGEMENT, INC. 133,429$10,923,8325.65%
Permanens Capital L.P. 228,063$18,671,5184.30%
New Legacy Group, LLC 20,000$1,637,4004.14%
Hall Kathryn A. 100,910$8,261,5022.69%
RETIREMENT FINANCIAL SOLUTIONS, LLC 41,509$3,398,3752.34%
Sharper & Granite LLC 44,145$3,614,1582.08%
Private Portfolio Partners LLC 86,959$7,119,3731.83%
CONDOR CAPITAL MANAGEMENT 79,812$6,534,2290.78%
DHK Financial Advisors, Inc. 9,950$814,5740.69%
FLAGSTAR ADVISORS INC 14,407$1,179,5280.44%
View complete list of WISDOMTREE TR shareholders