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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $99,000 | -13.9% | 1,580 | -12.5% | 0.03% | -17.6% |
| Q4 2017 | $115,000 | -19.6% | 1,805 | -18.1% | 0.03% | -29.2% |
| Q3 2017 | $143,000 | -8.3% | 2,205 | -12.2% | 0.05% | -14.3% |
| Q2 2017 | $156,000 | -22.0% | 2,510 | -32.3% | 0.06% | -55.2% |
| Q4 2015 | $200,000 | -47.1% | 3,710 | -46.3% | 0.12% | -53.0% |
| Q3 2015 | $378,000 | -11.3% | 6,915 | 0.0% | 0.27% | +4.3% |
| Q2 2015 | $426,000 | +26.4% | 6,915 | +35.7% | 0.26% | +26.9% |
| Q1 2015 | $337,000 | – | 5,095 | – | 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% |