Wealthcare Advisory Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$359,755
-17.3%
9,108
+71.5%
0.02%
-10.5%
Q2 2023$434,798
+28.9%
5,311
+29.4%
0.02%
+26.7%
Q1 2023$337,424
+38.1%
4,104
+17.5%
0.02%
+25.0%
Q4 2022$244,329
-16.9%
3,492
-26.1%
0.01%
-29.4%
Q3 2022$294,000
+4.6%
4,727
+10.4%
0.02%0.0%
Q2 2022$281,000
-4.4%
4,282
+7.1%
0.02%
-5.6%
Q1 2022$294,000
+21.0%
3,997
+31.8%
0.02%
+20.0%
Q4 2021$243,000
-6.5%
3,033
-11.4%
0.02%
-11.8%
Q3 2021$260,000
+185.7%
3,424
+174.4%
0.02%
+142.9%
Q1 2021$91,000
+24.7%
1,248
-12.2%
0.01%
-36.4%
Q1 2020$73,000
-20.7%
1,421
+8.5%
0.01%
-8.3%
Q4 2019$92,000
+4.5%
1,3100.0%0.01%
-7.7%
Q3 2019$88,000
-20.0%
1,310
-21.4%
0.01%
-23.5%
Q2 2019$110,000
+31.0%
1,666
+27.5%
0.02%
+21.4%
Q1 2019$84,000
+18.3%
1,307
+4.0%
0.01%0.0%
Q4 2018$71,000
-18.4%
1,257
-9.2%
0.01%
-12.5%
Q3 2018$87,000
+19.2%
1,384
+19.9%
0.02%
+14.3%
Q2 2018$73,000
+1.4%
1,1540.0%0.01%
-12.5%
Q1 2018$72,000
+5.9%
1,154
+8.8%
0.02%
-5.9%
Q4 2017$68,000
+17.2%
1,061
+17.6%
0.02%0.0%
Q3 2017$58,0009020.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Permanens Capital L.P. 503,187$36,612,0007.52%
Wealthgate Family Office, LLC 55,784$4,059,0005.52%
J.Safra Asset Management Corp 129,941$9,455,0004.42%
Private Portfolio Partners LLC 71,666$5,214,4431.69%
Activest Wealth Management 20,421$1,486,0001.22%
CONDOR CAPITAL MANAGEMENT 94,146$6,850,0000.81%
LAKE STREET PRIVATE WEALTH, LLC 31,609$2,300,0000.64%
BTR CAPITAL MANAGEMENT INC 57,526$4,186,0000.61%
Psagot Value Holdings Ltd. 231,173$16,820,0000.38%
Livingston Group Asset Management CO (operating as Southport Capital Management) 19,723$1,435,0000.38%
View complete list of WISDOMTREE TR shareholders