WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 306 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $231,000 | -22.5% | 3,681 | -23.0% | 0.04% | -28.6% |
| Q2 2017 | $298,000 | -0.7% | 4,781 | 0.0% | 0.06% | -8.7% |
| Q1 2017 | $300,000 | +0.3% | 4,781 | -8.2% | 0.07% | +7.8% |
| Q4 2016 | $299,000 | -11.5% | 5,209 | -17.1% | 0.06% | -20.0% |
| Q3 2016 | $338,000 | 0.0% | 6,286 | -6.0% | 0.08% | -2.4% |
| Q2 2016 | $338,000 | -17.0% | 6,684 | -14.7% | 0.08% | -18.8% |
| Q1 2016 | $407,000 | -64.8% | 7,839 | -63.5% | 0.10% | -63.5% |
| Q4 2015 | $1,155,000 | -15.8% | 21,459 | -14.5% | 0.28% | -22.2% |
| Q3 2015 | $1,371,000 | -17.3% | 25,084 | -6.7% | 0.36% | -16.6% |
| Q2 2015 | $1,657,000 | +15.1% | 26,899 | +23.6% | 0.43% | +15.4% |
| Q1 2015 | $1,440,000 | – | 21,765 | – | 0.37% | – |
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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% |