WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 188 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $204,000 | -4.9% | 3,360 | -19.7% | 0.06% | -13.2% |
Q1 2020 | $214,439 | -28.8% | 4,185 | -21.6% | 0.07% | -31.3% |
Q4 2018 | $301,000 | -10.7% | 5,335 | 0.0% | 0.10% | +3.1% |
Q3 2018 | $337,000 | 0.0% | 5,335 | 0.0% | 0.10% | -5.9% |
Q2 2018 | $337,000 | -7.9% | 5,335 | -8.6% | 0.10% | -7.3% |
Q1 2018 | $366,000 | -97.2% | 5,835 | -97.2% | 0.11% | -95.5% |
Q4 2017 | $13,269,000 | -6.0% | 208,265 | -4.6% | 2.45% | -9.3% |
Q3 2017 | $14,123,000 | +13.8% | 218,285 | +9.7% | 2.70% | +4.2% |
Q2 2017 | $12,405,000 | +14.2% | 199,027 | +15.1% | 2.59% | +8.7% |
Q1 2017 | $10,862,000 | +39.3% | 172,937 | +27.3% | 2.38% | +27.1% |
Q4 2016 | $7,798,000 | +9.5% | 135,860 | +4.6% | 1.88% | +3.7% |
Q3 2016 | $7,122,000 | +7.3% | 129,869 | -1.1% | 1.81% | +1.9% |
Q2 2016 | $6,636,000 | -23.5% | 131,323 | -21.4% | 1.78% | -17.5% |
Q1 2016 | $8,677,000 | +8.8% | 167,128 | +12.8% | 2.15% | +13.4% |
Q4 2015 | $7,973,000 | -32.8% | 148,165 | -31.8% | 1.90% | -36.3% |
Q3 2015 | $11,868,000 | +32.6% | 217,165 | +49.5% | 2.98% | +35.9% |
Q2 2015 | $8,948,000 | +30.2% | 145,282 | +39.8% | 2.19% | +27.1% |
Q1 2015 | $6,875,000 | +824.1% | 103,952 | +677.2% | 1.72% | +754.0% |
Q4 2014 | $744,000 | – | 13,375 | – | 0.20% | – |
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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% |