9258 Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 259 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$208,000
-17.8%
3,555
-14.7%
0.08%
-23.3%
Q2 2020$253,000
+10.0%
4,170
+0.1%
0.10%
+2.0%
Q1 2020$230,000
-26.5%
4,164
-6.1%
0.10%
-12.2%
Q4 2019$313,000
+42.3%
4,435
+35.7%
0.12%
-33.1%
Q3 2019$220,000
+1.9%
3,269
+0.0%
0.17%
-1.1%
Q2 2019$216,000
-5.3%
3,268
-8.5%
0.17%
-10.3%
Q1 2019$228,000
+12.9%
3,5720.0%0.19%
-0.5%
Q4 2018$202,0003,5720.20%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
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