Heritage Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 366 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$33,000
-99.5%
717
-99.3%
0.01%
-99.5%
Q3 2018$6,187,000
+12.9%
106,776
+5.3%
1.21%
-40.9%
Q2 2018$5,482,000
+0.5%
101,374
+4.2%
2.05%
-9.5%
Q1 2018$5,456,000
-1.9%
97,285
+3.9%
2.26%
-4.8%
Q4 2017$5,564,000
+9.1%
93,651
+0.2%
2.38%
-7.2%
Q3 2017$5,100,000
+6.9%
93,434
+2.0%
2.57%
+3.9%
Q2 2017$4,769,000
+3.5%
91,637
+0.7%
2.47%
-0.6%
Q1 2017$4,607,000
+11.3%
91,000
+8.9%
2.48%
-8.2%
Q4 2016$4,138,000
+18.7%
83,530
+2.9%
2.70%
+12.1%
Q3 2016$3,485,000
+8.1%
81,138
-2.4%
2.41%
+10.9%
Q2 2016$3,223,000
-7.3%
83,094
+4.4%
2.18%
-20.1%
Q1 2016$3,475,000
-10.9%
79,592
+2.2%
2.72%
-17.1%
Q4 2015$3,900,000
+2.2%
77,849
-0.7%
3.29%
+0.2%
Q3 2015$3,816,000
-13.3%
78,363
+2.0%
3.28%
-10.2%
Q2 2015$4,401,000
+6.2%
76,844
+2.0%
3.65%
+6.8%
Q1 2015$4,146,000
+19.3%
75,323
+6.8%
3.42%
+10.2%
Q4 2014$3,474,00070,5543.10%
Other shareholders
WISDOMTREE TR shareholders Q4 2015
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$25,815,00029.85%
Investure, LLC 2,102,603$103,784,00020.46%
Permanens Capital L.P. 249,701$12,325,00013.95%
Spruce Investment Advisors LLC 919,026$45,363,00013.79%
Main Management LLC 1,039,757$51,322,00011.26%
JABODON PT CO 106,152$5,240,0009.41%
Constellation Wealth Advisors, LLC 1,674,622$82,659,0009.28%
TIEDEMANN TRUST CO 1,820,563$89,858,0008.67%
Pictet North America Advisors SA 537,983$26,555,0006.84%
XPONANCE, INC. 278,283$13,735,0005.85%
View complete list of WISDOMTREE TR shareholders