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 | $789,000 | -1.9% | 12,580 | -0.3% | 0.50% | +1.0% |
| Q4 2017 | $804,000 | -1.6% | 12,620 | 0.0% | 0.49% | -3.9% |
| Q3 2017 | $817,000 | +11.3% | 12,620 | +7.1% | 0.51% | +9.0% |
| Q2 2017 | $734,000 | -3.8% | 11,780 | -3.1% | 0.47% | -6.8% |
| Q1 2017 | $763,000 | +0.5% | 12,155 | -8.1% | 0.50% | -3.3% |
| Q4 2016 | $759,000 | +0.4% | 13,220 | -6.0% | 0.52% | +1.4% |
| Q3 2016 | $756,000 | +11.2% | 14,060 | +4.5% | 0.51% | +12.0% |
| Q2 2016 | $680,000 | +0.1% | 13,450 | +2.8% | 0.46% | -1.9% |
| Q1 2016 | $679,000 | -3.7% | 13,085 | -0.1% | 0.47% | -2.9% |
| Q4 2015 | $705,000 | +5.1% | 13,100 | +6.8% | 0.48% | -5.5% |
| Q3 2015 | $671,000 | -11.2% | 12,270 | 0.0% | 0.51% | -0.8% |
| Q2 2015 | $756,000 | -4.9% | 12,270 | +2.1% | 0.51% | -5.2% |
| Q1 2015 | $795,000 | +23.4% | 12,020 | +3.8% | 0.54% | +17.1% |
| Q4 2014 | $644,000 | – | 11,585 | – | 0.46% | – |
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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% |