MOODY LYNN & LIEBERSON, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 352 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 4.30 and the average weighting 1.3%.

Quarter-by-quarter ownership
MOODY LYNN & LIEBERSON, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$263,000
-38.4%
4,160
-38.4%
0.03%
-44.0%
Q2 2018$427,000
-2.1%
6,755
-2.9%
0.05%
-5.7%
Q1 2018$436,000
-23.9%
6,955
-20.1%
0.05%
-13.1%
Q4 2017$573,000
-14.6%
8,705
-16.0%
0.06%
-25.6%
Q3 2017$671,000
-0.1%
10,365
-3.9%
0.08%
-6.8%
Q2 2017$672,000
-93.7%
10,785
-93.7%
0.09%
-94.2%
Q1 2017$10,725,000
+38.4%
170,750
+35.8%
1.51%
+22.1%
Q2 2015$7,747,000
+204.3%
125,780
+226.7%
1.23%
+203.7%
Q1 2015$2,546,00038,4970.41%
Other shareholders
WISDOMTREE TR shareholders Q1 2015
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