WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 352 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 4.30 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,836,000 | +0.1% | 29,047 | 0.0% | 0.23% | -7.5% |
| Q2 2018 | $1,834,000 | +0.7% | 29,047 | 0.0% | 0.25% | -8.0% |
| Q1 2018 | $1,822,000 | -1.6% | 29,047 | 0.0% | 0.27% | -4.5% |
| Q4 2017 | $1,851,000 | -1.5% | 29,047 | 0.0% | 0.29% | -3.4% |
| Q3 2017 | $1,879,000 | +3.8% | 29,047 | 0.0% | 0.30% | -2.3% |
| Q2 2017 | $1,810,000 | -6.0% | 29,047 | 0.0% | 0.30% | -9.0% |
| Q1 2017 | $1,926,000 | +15.5% | 29,047 | 0.0% | 0.33% | +2.1% |
| Q4 2016 | $1,667,000 | +6.8% | 29,047 | 0.0% | 0.33% | +4.8% |
| Q3 2016 | $1,561,000 | -4.1% | 29,047 | -2.5% | 0.31% | -23.0% |
| Q3 2015 | $1,628,000 | -10.7% | 29,783 | +0.6% | 0.40% | +5.7% |
| Q2 2015 | $1,823,000 | +6.2% | 29,603 | +14.0% | 0.38% | -3.0% |
| Q1 2015 | $1,717,000 | – | 25,963 | – | 0.40% | – |
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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% |