WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 111 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $289,000 | -18.8% | 4,595 | -25.9% | 0.10% | -14.5% |
| Q4 2016 | $356,000 | +2.0% | 6,205 | -4.5% | 0.12% | +7.3% |
| Q3 2016 | $349,000 | -2.5% | 6,496 | -8.4% | 0.11% | -3.5% |
| Q2 2016 | $358,000 | -8.7% | 7,091 | -6.0% | 0.11% | +2.7% |
| Q1 2016 | $392,000 | -41.1% | 7,546 | -39.0% | 0.11% | -44.2% |
| Q4 2015 | $665,000 | -47.3% | 12,366 | -46.5% | 0.20% | -28.4% |
| Q3 2015 | $1,263,000 | -14.3% | 23,106 | -3.4% | 0.28% | -6.8% |
| Q2 2015 | $1,474,000 | +27.2% | 23,925 | +36.6% | 0.30% | +24.5% |
| Q1 2015 | $1,159,000 | +32.3% | 17,520 | +11.3% | 0.24% | +34.7% |
| Q4 2014 | $876,000 | -30.6% | 15,745 | -28.0% | 0.18% | -48.2% |
| Q3 2014 | $1,263,000 | -9.4% | 21,865 | -8.3% | 0.34% | -12.8% |
| Q2 2014 | $1,394,000 | – | 23,850 | – | 0.39% | – |
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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% |