WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 338 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $608,000 | -19.4% | 10,775 | -9.6% | 0.60% | +22.2% |
| Q3 2018 | $754,000 | +7.4% | 11,925 | +7.1% | 0.49% | +15.5% |
| Q2 2018 | $702,000 | +8.2% | 11,132 | +7.6% | 0.42% | +9.3% |
| Q1 2018 | $649,000 | +46.8% | 10,347 | +49.2% | 0.39% | +50.8% |
| Q4 2017 | $442,000 | -12.1% | 6,934 | -10.8% | 0.26% | -8.8% |
| Q3 2017 | $503,000 | -44.9% | 7,774 | -46.9% | 0.28% | -43.4% |
| Q2 2017 | $913,000 | +70.3% | 14,641 | +71.5% | 0.50% | +62.3% |
| Q1 2017 | $536,000 | +61.9% | 8,535 | +47.9% | 0.31% | +50.2% |
| Q4 2016 | $331,000 | – | 5,770 | – | 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% |