Berman Capital Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 297 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2019$33,000
-49.2%
506
-50.8%
0.01%
-50.0%
Q1 2019$65,000
-38.1%
1,028
-44.8%
0.02%
-46.3%
Q4 2018$105,000
-50.9%
1,862
-45.0%
0.04%
-54.4%
Q3 2018$214,000
-15.4%
3,388
-15.5%
0.09%
+2.3%
Q2 2018$253,000
-83.1%
4,008
-83.2%
0.09%
-84.5%
Q1 2018$1,493,000
-77.6%
23,798
-77.2%
0.57%
-74.2%
Q4 2017$6,657,000104,4902.20%
Other shareholders
WISDOMTREE TR shareholders Q2 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