Outlook Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 284 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 8.94 and the average weighting 0.4%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$887,000
-29.3%
17,302
-2.7%
0.50%
-29.1%
Q4 2019$1,255,000
+9.6%
17,778
+4.5%
0.71%
+3.7%
Q3 2019$1,145,000
+4.9%
17,019
+3.1%
0.68%
-5.3%
Q2 2019$1,092,000
+40.0%
16,504
+35.2%
0.72%
+12.0%
Q1 2019$780,000
-43.4%
12,203
+399.3%
0.64%
+2.2%
Q4 2018$1,379,0002,4440.63%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
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