Tortoise Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 338 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$4,000
-20.0%
750.0%0.00%0.0%
Q4 2019$5,000
-50.0%
75
-50.0%
0.00%
-66.7%
Q3 2019$10,0000.0%1500.0%0.00%0.0%
Q2 2019$10,0000.0%1500.0%0.00%0.0%
Q1 2019$10,000
+25.0%
1500.0%0.00%
+50.0%
Q4 2018$8,000
-11.1%
1500.0%0.00%0.0%
Q3 2018$9,0000.0%1500.0%0.00%0.0%
Q2 2018$9,000
-73.5%
150
-72.7%
0.00%
-77.8%
Q1 2018$34,000
-24.4%
550
-21.4%
0.01%
-30.8%
Q4 2017$45,0000.0%7000.0%0.01%
-7.1%
Q3 2017$45,000
-62.5%
700
-63.6%
0.01%
-64.1%
Q2 2017$120,000
-0.8%
1,9250.0%0.04%
-2.5%
Q1 2017$121,000
+10.0%
1,9250.0%0.04%
+5.3%
Q4 2016$110,000
+6.8%
1,9250.0%0.04%
+8.6%
Q3 2016$103,000
+194.3%
1,925
+175.0%
0.04%
+191.7%
Q2 2016$35,000
-63.2%
700
-61.6%
0.01%
-64.7%
Q1 2016$95,000
-62.3%
1,825
-61.0%
0.03%
-62.2%
Q4 2015$252,000
-1.6%
4,6850.0%0.09%
-7.2%
Q3 2015$256,000
-38.2%
4,685
-30.2%
0.10%
-37.4%
Q2 2015$414,000
-6.8%
6,7150.0%0.16%
-8.3%
Q1 2015$444,000
+45.6%
6,715
+22.4%
0.17%
+38.5%
Q4 2014$305,0005,4850.12%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$27,430,00037.06%
Financial Advantage, Inc. 161,004$9,087,0007.42%
Permanens Capital L.P. 215,425$12,159,0004.58%
Intercontinental Wealth Advisors, LLC 129,745$7,323,0004.09%
Evolution Wealth Advisors, LLC 132,054$7,453,0003.40%
Clearwater Capital Advisors, LLC 273,496$15,436,0003.38%
Janney Capital Management LLC 1,046,878$59,086,0003.19%
TPG Financial Advisors, LLC 47,112$2,659,0002.89%
GenTrust, LLC 283,460$15,998,0002.86%
Itau Unibanco Holding S.A. 1,032,543$58,277,0002.64%
View complete list of WISDOMTREE TR shareholders