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 2017 | $8,250,000 | +5.9% | 127,513 | +2.0% | 2.16% | +2.8% |
| Q2 2017 | $7,791,000 | +4.2% | 124,988 | +5.0% | 2.10% | +0.2% |
| Q1 2017 | $7,478,000 | +10.8% | 119,055 | +1.3% | 2.10% | +6.2% |
| Q4 2016 | $6,748,000 | -4.2% | 117,559 | -10.3% | 1.97% | -3.8% |
| Q3 2016 | $7,042,000 | +5.8% | 131,036 | -0.5% | 2.05% | +1.0% |
| Q2 2016 | $6,653,000 | +7.9% | 131,666 | +10.9% | 2.03% | +12.7% |
| Q1 2016 | $6,164,000 | -9.4% | 118,723 | -6.1% | 1.80% | -7.6% |
| Q4 2015 | $6,806,000 | +31.0% | 126,474 | +33.1% | 1.95% | +28.8% |
| Q3 2015 | $5,194,000 | -1.1% | 95,041 | +11.4% | 1.51% | +16.1% |
| Q2 2015 | $5,253,000 | +7.3% | 85,282 | +15.2% | 1.30% | +3.2% |
| Q1 2015 | $4,897,000 | +51.9% | 74,038 | +27.8% | 1.26% | +51.0% |
| Q4 2014 | $3,223,000 | +55.1% | 57,943 | +61.1% | 0.84% | +46.1% |
| Q3 2014 | $2,078,000 | +43.4% | 35,970 | +45.1% | 0.57% | +54.4% |
| Q2 2014 | $1,449,000 | – | 24,795 | – | 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% |