Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 323 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.

Quarter-by-quarter ownership
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2017$33,000
+3.1%
5000.0%0.09%
+561.5%
Q3 2017$32,000
+3.2%
5000.0%0.01%
+8.3%
Q2 2017$31,000
-3.1%
5000.0%0.01%
-7.7%
Q1 2017$32,000
+10.3%
5000.0%0.01%
+62.5%
Q4 2016$29,000
+11.5%
5000.0%0.01%
-20.0%
Q3 2016$26,000
+4.0%
5000.0%0.01%0.0%
Q2 2016$25,0000.0%5000.0%0.01%
-16.7%
Q1 2016$25,000
-7.4%
5000.0%0.01%
-7.7%
Q4 2015$27,0005000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
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