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 | ||||
---|---|---|---|---|---|---|
Q4 2018 | $261,000 | -10.6% | 4,620 | 0.0% | 0.10% | +14.3% |
Q3 2018 | $292,000 | 0.0% | 4,620 | 0.0% | 0.09% | -9.0% |
Q2 2018 | $292,000 | +0.7% | 4,620 | 0.0% | 0.10% | -2.9% |
Q1 2018 | $290,000 | -1.4% | 4,620 | 0.0% | 0.10% | +19.8% |
Q4 2017 | $294,000 | -1.7% | 4,620 | 0.0% | 0.09% | -3.4% |
Q3 2017 | $299,000 | +3.8% | 4,620 | 0.0% | 0.09% | -2.2% |
Q2 2017 | $288,000 | -0.7% | 4,620 | 0.0% | 0.09% | +5.8% |
Q1 2017 | $290,000 | +9.4% | 4,620 | 0.0% | 0.09% | -3.4% |
Q4 2016 | $265,000 | -72.6% | 4,620 | -74.4% | 0.09% | -72.3% |
Q3 2016 | $968,000 | +315.5% | 18,020 | +290.0% | 0.32% | +256.7% |
Q2 2016 | $233,000 | -2.9% | 4,620 | 0.0% | 0.09% | +3.4% |
Q1 2016 | $240,000 | -3.6% | 4,620 | 0.0% | 0.09% | 0.0% |
Q4 2015 | $249,000 | -31.2% | 4,620 | -30.2% | 0.09% | -33.1% |
Q3 2015 | $362,000 | -11.3% | 6,620 | 0.0% | 0.13% | -4.4% |
Q2 2015 | $408,000 | +53.4% | 6,620 | +64.7% | 0.14% | +33.3% |
Q1 2015 | $266,000 | – | 4,020 | – | 0.10% | – |
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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% |