Omnia Family Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 277 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.

Quarter-by-quarter ownership
Omnia Family Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2019$265,000
+3.5%
4,0000.0%0.13%
+6.3%
Q1 2019$256,000
+13.3%
4,0000.0%0.13%
+3.3%
Q4 2018$226,000
-10.7%
4,0000.0%0.12%
+5.2%
Q3 2018$253,0000.0%4,0000.0%0.12%
-1.7%
Q2 2018$253,000
+0.8%
4,0000.0%0.12%
+2.6%
Q1 2018$251,000
-1.6%
4,0000.0%0.12%
-1.7%
Q4 2017$255,000
-1.5%
4,0000.0%0.12%
-7.1%
Q3 2017$259,000
-17.0%
4,000
-20.0%
0.13%
-15.4%
Q2 2017$312,000
-0.6%
5,0000.0%0.15%
-2.0%
Q1 2017$314,000
+9.4%
5,0000.0%0.15%
+7.0%
Q4 2016$287,0005,0000.14%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
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