WealthPLAN Partners, 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
WealthPLAN Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$3,275
-0.4%
400.0%0.00%
Q1 2023$3,288
-100.0%
40
-88.8%
0.00%
-100.0%
Q3 2016$19,253,000
+51.4%
357
-62.1%
0.01%
+200.0%
Q2 2016$12,718,000
-29.1%
943
-38.0%
0.00%
-33.3%
Q4 2015$17,929,000
+35758.0%
1,520
+87.7%
0.00%
-86.4%
Q2 2015$50,000
+233.3%
810
+255.3%
0.02%
+214.3%
Q1 2015$15,0002280.01%
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