SALEM INVESTMENT COUNSELORS INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 248 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 56.02 and the average weighting 0.4%.

Quarter-by-quarter ownership
SALEM INVESTMENT COUNSELORS INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$35,269
+17.5%
4290.0%0.00%0.0%
Q4 2022$30,013
+11.2%
4290.0%0.00%0.0%
Q3 2022$27,000
-3.6%
4290.0%0.00%0.0%
Q2 2022$28,000
-12.5%
4290.0%0.00%0.0%
Q1 2022$32,000
-5.9%
4290.0%0.00%0.0%
Q4 2021$34,000
+3.0%
4290.0%0.00%
-50.0%
Q3 2021$33,0000.0%4290.0%0.00%0.0%
Q2 2021$33,000
+6.5%
4290.0%0.00%0.0%
Q1 2021$31,000
+10.7%
4290.0%0.00%0.0%
Q4 2020$28,000
+7.7%
4290.0%0.00%0.0%
Q3 2020$26,0000.0%4290.0%0.00%0.0%
Q2 2020$26,000
+18.2%
4290.0%0.00%0.0%
Q1 2020$22,000
-26.7%
4290.0%0.00%0.0%
Q4 2019$30,000
+3.4%
4290.0%0.00%
-33.3%
Q3 2019$29,000
+3.6%
4290.0%0.00%0.0%
Q2 2019$28,0004290.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
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