OPTIMUM INVESTMENT ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$11,0000.0%1500.0%0.00%0.0%
Q1 2021$11,000
+10.0%
1500.0%0.00%0.0%
Q4 2020$10,000
+11.1%
1500.0%0.00%0.0%
Q3 2020$9,0000.0%1500.0%0.00%0.0%
Q2 2020$9,000
-85.0%
150
-87.1%
0.00%
-88.0%
Q1 2020$60,000
-26.8%
1,1650.0%0.02%
+4.2%
Q4 2019$82,000
+5.1%
1,1650.0%0.02%
-4.0%
Q3 2019$78,000
-38.6%
1,165
-39.2%
0.02%
-39.0%
Q2 2019$127,000
+4.1%
1,9160.0%0.04%
+2.5%
Q1 2019$122,000
-29.5%
1,916
-37.6%
0.04%
-32.2%
Q4 2018$173,000
-44.0%
3,071
-37.1%
0.06%
-30.6%
Q3 2018$309,000
-26.6%
4,886
-26.8%
0.08%
-29.8%
Q2 2018$421,000
-18.1%
6,674
-18.5%
0.12%
-19.9%
Q1 2018$514,000
-9.2%
8,188
-7.9%
0.15%
-16.1%
Q4 2017$566,000
+6.2%
8,886
+7.9%
0.18%
+1.1%
Q3 2017$533,000
-29.5%
8,235
-32.1%
0.18%
-32.1%
Q2 2017$756,000
+106.6%
12,127
+108.3%
0.26%
+101.5%
Q1 2017$366,000
+22.4%
5,823
+12.0%
0.13%
+16.1%
Q4 2016$299,000
-7.7%
5,201
-13.7%
0.11%
-8.2%
Q3 2016$324,000
+2.9%
6,028
-3.2%
0.12%0.0%
Q2 2016$315,000
-81.5%
6,227
-81.1%
0.12%
-81.8%
Q1 2016$1,707,000
-8.5%
32,868
-5.2%
0.67%
-6.9%
Q4 2015$1,866,000
+1.0%
34,682
+2.6%
0.72%
-3.2%
Q3 2015$1,847,000
-20.8%
33,804
-4.1%
0.75%
+1.1%
Q1 2015$2,331,00035,2450.74%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
VALLEY FINANCIAL MANAGEMENT, INC. 133,429$10,923,8325.65%
Permanens Capital L.P. 228,063$18,671,5184.30%
New Legacy Group, LLC 20,000$1,637,4004.14%
Hall Kathryn A. 100,910$8,261,5022.69%
RETIREMENT FINANCIAL SOLUTIONS, LLC 41,509$3,398,3752.34%
Sharper & Granite LLC 44,145$3,614,1582.08%
Private Portfolio Partners LLC 86,959$7,119,3731.83%
CONDOR CAPITAL MANAGEMENT 79,812$6,534,2290.78%
DHK Financial Advisors, Inc. 9,950$814,5740.69%
FLAGSTAR ADVISORS INC 14,407$1,179,5280.44%
View complete list of WISDOMTREE TR shareholders