WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 322 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $272,000 | -19.0% | 4,275 | -17.8% | 0.08% | -25.0% |
| Q3 2017 | $336,000 | -1.2% | 5,200 | -4.6% | 0.11% | -3.6% |
| Q2 2017 | $340,000 | -0.6% | 5,450 | 0.0% | 0.11% | -4.3% |
| Q1 2017 | $342,000 | -1.4% | 5,450 | -9.9% | 0.12% | -10.0% |
| Q4 2016 | $347,000 | +14.1% | 6,050 | +7.1% | 0.13% | +12.1% |
| Q3 2016 | $304,000 | +13.0% | 5,650 | +6.1% | 0.12% | +11.5% |
| Q2 2016 | $269,000 | +0.7% | 5,325 | +3.4% | 0.10% | -11.1% |
| Q1 2016 | $267,000 | +6.8% | 5,150 | +10.8% | 0.12% | +14.7% |
| Q4 2015 | $250,000 | -1.6% | 4,650 | 0.0% | 0.10% | -12.1% |
| Q3 2015 | $254,000 | -7.6% | 4,650 | +4.1% | 0.12% | -0.9% |
| Q2 2015 | $275,000 | +29.7% | 4,465 | +40.4% | 0.12% | +28.6% |
| Q1 2015 | $212,000 | – | 3,180 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 796,014 | $31,442,553 | 5.38% |
| Hall Kathryn A. | 201,820 | $7,971,890 | 2.71% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 98,720 | $3,899,448 | 2.63% |
| Sharper & Granite LLC | 94,405 | $3,728,998 | 2.16% |
| New Legacy Group, LLC | 20,000 | $790,000 | 2.16% |
| Private Portfolio Partners LLC | 177,020 | $6,992,270 | 1.81% |
| Sunesis Advisors, LLC | 32,860 | $1,297,970 | 0.92% |
| CONDOR CAPITAL MANAGEMENT | 160,409 | $6,336,164 | 0.78% |
| DHK Financial Advisors, Inc. | 19,936 | $787,473 | 0.70% |
| VALLEY WEALTH MANAGERS, INC. | 127,127 | $5,021,517 | 0.42% |