WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 277 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,201,000 | +0.1% | 19,000 | 0.0% | 0.16% | +1.3% |
| Q2 2018 | $1,200,000 | +0.7% | 19,000 | 0.0% | 0.16% | -8.7% |
| Q1 2018 | $1,192,000 | -26.1% | 19,000 | -24.9% | 0.17% | -26.8% |
| Q4 2017 | $1,612,000 | -17.0% | 25,300 | -15.7% | 0.24% | -14.2% |
| Q3 2017 | $1,941,000 | +3.8% | 30,000 | 0.0% | 0.27% | +7.5% |
| Q2 2017 | $1,870,000 | -8.2% | 30,000 | -2.6% | 0.26% | -20.1% |
| Q1 2015 | $2,037,000 | +18.9% | 30,800 | 0.0% | 0.32% | +11.5% |
| Q4 2014 | $1,713,000 | -40.1% | 30,800 | -37.8% | 0.29% | -34.7% |
| Q3 2014 | $2,860,000 | +55.6% | 49,500 | +57.4% | 0.44% | +57.6% |
| Q2 2014 | $1,838,000 | +152.1% | 31,450 | +143.8% | 0.28% | +143.9% |
| Q1 2014 | $729,000 | – | 12,900 | – | 0.11% | – |
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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% |