WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 323 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $8,210,000 | +5.3% | 128,871 | +6.9% | 2.23% | -5.9% |
Q3 2017 | $7,800,000 | +7.1% | 120,552 | +3.2% | 2.37% | +3.5% |
Q2 2017 | $7,283,000 | +0.1% | 116,853 | +0.9% | 2.29% | -7.8% |
Q1 2017 | $7,275,000 | +34.9% | 115,822 | +23.3% | 2.49% | +32.0% |
Q4 2016 | $5,393,000 | -51.5% | 93,954 | -54.5% | 1.88% | -54.4% |
Q3 2016 | $11,109,000 | +3.7% | 206,715 | -2.5% | 4.13% | +2.6% |
Q2 2016 | $10,713,000 | -9.0% | 212,020 | -6.5% | 4.02% | -20.5% |
Q1 2016 | $11,776,000 | +2.5% | 226,802 | +6.2% | 5.06% | -12.3% |
Q4 2015 | $11,490,000 | -10.1% | 213,521 | -8.7% | 5.77% | -12.7% |
Q3 2015 | $12,782,000 | +0.5% | 233,897 | +13.3% | 6.61% | +31.8% |
Q2 2015 | $12,714,000 | +25.9% | 206,436 | +35.2% | 5.01% | +22.7% |
Q1 2015 | $10,096,000 | – | 152,650 | – | 4.08% | – |
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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% |