Bay Harbor Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$3,000
-98.7%
44
-99.0%
0.00%
-98.6%
Q1 2020$236,000
-30.4%
4,600
-4.2%
0.14%
-21.9%
Q4 2019$339,000
+4.0%
4,803
-0.9%
0.18%
-6.2%
Q3 2019$326,000
-1.8%
4,845
-3.6%
0.20%
-5.3%
Q2 2019$332,000
-11.0%
5,024
-13.8%
0.21%
-18.9%
Q1 2019$373,000
+16.2%
5,830
+2.5%
0.25%
-0.4%
Q4 2018$321,0005,6860.26%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
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