SIMON QUICK ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 308 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.6%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$28,0000.0%3750.0%0.01%0.0%
Q2 2021$28,000
-46.2%
375
-51.4%
0.01%
-69.6%
Q3 2019$52,000
-99.9%
772
-16.5%
0.02%
-25.8%
Q2 2019$61,207,000
+124812.2%
925
+19.8%
0.03%
+55.0%
Q1 2019$49,000
+4800.0%
772
+9550.0%
0.02%
Q4 2017$1,000
-98.0%
8
-99.0%
0.00%
-100.0%
Q3 2017$50,000
+4.2%
7720.0%0.02%
-33.3%
Q2 2017$48,000
-90.9%
772
-90.8%
0.03%
-91.4%
Q1 2017$528,000
+9.3%
8,4120.0%0.31%
-13.3%
Q4 2016$483,0008,4120.36%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
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