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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $283,000 | -9.3% | 4,464 | -9.4% | 0.04% | -16.7% |
| Q2 2018 | $312,000 | +3.7% | 4,929 | +4.3% | 0.05% | -6.9% |
| Q4 2017 | $301,000 | +3.4% | 4,728 | +5.0% | 0.06% | -7.9% |
| Q3 2017 | $291,000 | -35.6% | 4,501 | -37.9% | 0.06% | -39.4% |
| Q2 2017 | $452,000 | +45.8% | 7,251 | +47.1% | 0.10% | +35.1% |
| Q1 2017 | $310,000 | +9.5% | 4,930 | +0.0% | 0.08% | 0.0% |
| Q4 2016 | $283,000 | +7.2% | 4,929 | +0.0% | 0.08% | 0.0% |
| Q3 2016 | $264,000 | -3.6% | 4,927 | -9.2% | 0.08% | -9.4% |
| Q2 2016 | $274,000 | -11.0% | 5,426 | -8.3% | 0.08% | -15.8% |
| Q1 2016 | $308,000 | -35.6% | 5,914 | -33.4% | 0.10% | -38.0% |
| Q4 2015 | $478,000 | -5.0% | 8,875 | -3.6% | 0.16% | -9.9% |
| Q3 2015 | $503,000 | -22.7% | 9,209 | -13.3% | 0.18% | -16.6% |
| Q2 2015 | $651,000 | +2.5% | 10,626 | +10.7% | 0.22% | -0.9% |
| Q1 2015 | $635,000 | – | 9,601 | – | 0.22% | – |
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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% |