WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 312 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $7,738,000 | -18.8% | 125,316 | -20.2% | 3.06% | -22.9% |
| Q2 2020 | $9,528,000 | +108.1% | 156,950 | +113.7% | 3.98% | +128.8% |
| Q2 2017 | $4,579,000 | -0.8% | 73,460 | 0.0% | 1.74% | -3.3% |
| Q1 2017 | $4,614,000 | -45.0% | 73,460 | -49.7% | 1.80% | -49.6% |
| Q4 2016 | $8,390,000 | -20.9% | 146,175 | -15.1% | 3.57% | -22.0% |
| Q2 2015 | $10,605,000 | +43.9% | 172,185 | +54.6% | 4.57% | +38.9% |
| Q1 2015 | $7,368,000 | – | 111,400 | – | 3.29% | – |
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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% |