BTR CAPITAL MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 254 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
BTR CAPITAL MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$1,092,000
-5.1%
17,5550.0%0.17%
+3.0%
Q2 2022$1,151,000
-13.1%
17,555
-2.4%
0.16%
+1.2%
Q1 2022$1,324,000
-23.0%
17,990
-16.1%
0.16%
-16.0%
Q4 2021$1,719,000
-60.4%
21,440
-62.4%
0.19%
-63.9%
Q3 2021$4,341,000
+0.5%
57,076
+0.8%
0.54%
-0.2%
Q2 2021$4,318,000
+3.2%
56,626
-1.6%
0.54%
-11.5%
Q1 2021$4,186,000
+22.9%
57,526
+12.0%
0.61%
+14.5%
Q4 2020$3,406,000
+7.6%
51,376
+0.2%
0.53%
-5.0%
Q3 2020$3,166,000
+26.0%
51,276
+23.9%
0.56%
+18.6%
Q2 2020$2,512,000
+18.0%
41,379
-0.4%
0.47%
+0.2%
Q1 2020$2,129,000
-28.5%
41,554
-1.5%
0.47%
-8.2%
Q4 2019$2,978,000
+2.1%
42,194
-2.7%
0.51%
-6.4%
Q3 2019$2,917,000
+3.2%
43,344
+1.5%
0.55%
+4.0%
Q2 2019$2,826,000
-1.3%
42,714
-4.6%
0.53%
-4.2%
Q1 2019$2,862,000
+11.7%
44,784
-1.4%
0.55%
+1.9%
Q4 2018$2,563,000
-36.0%
45,409
-28.4%
0.54%
-22.5%
Q3 2018$4,007,000
-0.5%
63,389
-0.6%
0.70%
-10.2%
Q2 2018$4,028,000
+2.9%
63,802
+2.2%
0.78%
-0.9%
Q1 2018$3,915,00062,4270.78%
Other shareholders
WISDOMTREE TR shareholders Q2 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