Newport Wealth Strategies, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 306 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$498,000
+4.8%
7,054
+0.0%
0.36%
-16.4%
Q3 2019$475,000
+1.7%
7,052
+0.0%
0.43%
+0.7%
Q2 2019$467,000
+1.3%
7,051
+0.2%
0.43%
-7.3%
Q1 2019$461,000
+13.0%
7,0340.0%0.46%
-17.1%
Q4 2018$408,000
-14.5%
7,034
-11.9%
0.56%
-7.9%
Q3 2018$477,000
+3.7%
7,984
+9.7%
0.61%
+14.3%
Q2 2018$460,000
-49.7%
7,281
-50.1%
0.53%
-25.7%
Q1 2018$915,000
-25.2%
14,588
-21.4%
0.72%
-18.3%
Q4 2017$1,224,00018,5640.88%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$27,430,00037.06%
Financial Advantage, Inc. 161,004$9,087,0007.42%
Permanens Capital L.P. 215,425$12,159,0004.58%
Intercontinental Wealth Advisors, LLC 129,745$7,323,0004.09%
Evolution Wealth Advisors, LLC 132,054$7,453,0003.40%
Clearwater Capital Advisors, LLC 273,496$15,436,0003.38%
Janney Capital Management LLC 1,046,878$59,086,0003.19%
TPG Financial Advisors, LLC 47,112$2,659,0002.89%
GenTrust, LLC 283,460$15,998,0002.86%
Itau Unibanco Holding S.A. 1,032,543$58,277,0002.64%
View complete list of WISDOMTREE TR shareholders