Bay Harbor Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 194 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.1%.

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 Q3 2020
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