Heritage Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 387 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is 0.33 and the average weighting 1.0%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$165,000
-99.3%
2,930
-99.2%
0.03%
-99.3%
Q3 2018$22,909,000
+6.3%
362,380
+6.2%
4.49%
-44.3%
Q2 2018$21,547,000
+5.1%
341,283
+4.4%
8.06%
-5.4%
Q1 2018$20,508,000
+4.1%
326,905
+5.7%
8.52%
+1.0%
Q4 2017$19,704,000
-0.1%
309,217
+1.4%
8.43%
-15.1%
Q3 2017$19,733,000
+7.3%
305,049
+3.4%
9.93%
+4.3%
Q2 2017$18,385,000
+0.4%
295,002
+1.2%
9.52%
-3.6%
Q1 2017$18,313,000
+19.8%
291,631
+9.5%
9.87%
-1.2%
Q4 2016$15,285,000
+9.1%
266,355
+2.2%
9.99%
+2.9%
Q3 2016$14,012,000
+3.6%
260,676
-2.6%
9.70%
+6.3%
Q2 2016$13,519,000
+2.2%
267,557
+5.0%
9.13%
-12.0%
Q1 2016$13,233,000
-1.5%
254,908
+2.1%
10.37%
-8.4%
Q4 2015$13,439,000
-0.6%
249,646
+1.0%
11.32%
-2.6%
Q3 2015$13,522,000
-9.4%
247,288
+2.1%
11.62%
-6.2%
Q2 2015$14,920,000
-3.6%
242,206
+3.5%
12.38%
-3.0%
Q1 2015$15,479,000
+30.9%
233,991
+10.0%
12.77%
+20.9%
Q4 2014$11,828,000212,68210.56%
Other shareholders
WISDOMTREE TR shareholders Q4 2015
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders