WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 308 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,927,000 | +38.9% | 30,730 | +41.1% | 0.74% | +37.6% |
| Q4 2017 | $1,387,000 | -1.6% | 21,775 | 0.0% | 0.54% | -7.3% |
| Q3 2017 | $1,409,000 | +3.8% | 21,775 | 0.0% | 0.58% | -1.5% |
| Q2 2017 | $1,357,000 | -12.8% | 21,775 | -12.1% | 0.59% | -13.7% |
| Q1 2017 | $1,556,000 | -73.9% | 24,775 | -76.1% | 0.68% | -58.1% |
| Q4 2016 | $5,956,000 | +26.8% | 103,760 | +18.7% | 1.63% | +27.9% |
| Q3 2016 | $4,698,000 | -1.0% | 87,428 | -6.9% | 1.27% | -21.5% |
| Q2 2016 | $4,745,000 | -33.3% | 93,901 | -31.5% | 1.62% | -8.7% |
| Q1 2016 | $7,113,000 | +35.0% | 136,996 | +39.9% | 1.78% | +26.1% |
| Q4 2015 | $5,269,000 | +8.6% | 97,913 | +10.3% | 1.41% | +3.8% |
| Q3 2015 | $4,852,000 | – | 88,790 | – | 1.36% | – |
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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% |