Newport Wealth Strategies, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 259 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

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 2019
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