WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 254 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $244,000 | +9.4% | 3,459 | +4.4% | 0.04% | +18.2% |
| Q3 2019 | $223,000 | +1.8% | 3,312 | 0.0% | 0.03% | +3.1% |
| Q2 2019 | $219,000 | +3.3% | 3,312 | 0.0% | 0.03% | +10.3% |
| Q1 2019 | $212,000 | +1.4% | 3,312 | 0.0% | 0.03% | +45.0% |
| Q3 2018 | $209,000 | -25.1% | 3,312 | -23.1% | 0.02% | -50.0% |
| Q3 2017 | $279,000 | +3.7% | 4,309 | 0.0% | 0.04% | -2.4% |
| Q2 2017 | $269,000 | -0.7% | 4,309 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $271,000 | +9.7% | 4,309 | 0.0% | 0.04% | +2.5% |
| Q4 2016 | $247,000 | +6.5% | 4,309 | 0.0% | 0.04% | +14.3% |
| Q3 2016 | $232,000 | -3.7% | 4,309 | -7.1% | 0.04% | +75.0% |
| Q1 2016 | $241,000 | -1.2% | 4,639 | +2.2% | 0.02% | -48.7% |
| Q4 2015 | $244,000 | +5.6% | 4,539 | +7.4% | 0.04% | +8.3% |
| Q3 2015 | $231,000 | +13.8% | 4,228 | +37.6% | 0.04% | +9.1% |
| Q1 2015 | $203,000 | – | 3,072 | – | 0.03% | – |
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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% |