WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 322 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,368 | -3.3% | 414 | +100.0% | 0.00% | – |
| Q2 2023 | $16,930 | -94.9% | 207 | -94.9% | 0.00% | -100.0% |
| Q1 2023 | $331,617 | +25.5% | 4,034 | +1.4% | 0.00% | -42.9% |
| Q4 2022 | $264,323 | +25.9% | 3,979 | +25.5% | 0.01% | -46.2% |
| Q2 2019 | $210,000 | +1.4% | 3,170 | -2.3% | 0.01% | 0.0% |
| Q1 2019 | $207,000 | -9.2% | 3,246 | -9.9% | 0.01% | -27.8% |
| Q3 2018 | $228,000 | +0.4% | 3,604 | +0.0% | 0.02% | -14.3% |
| Q2 2018 | $227,000 | -6.6% | 3,603 | -8.3% | 0.02% | -25.0% |
| Q1 2018 | $243,000 | -57.7% | 3,927 | -55.0% | 0.03% | -64.1% |
| Q4 2017 | $574,000 | -4.7% | 8,722 | -6.1% | 0.08% | -17.0% |
| Q3 2017 | $602,000 | -93.6% | 9,285 | +6090.0% | 0.09% | +4600.0% |
| Q2 2017 | $9,399,000 | – | 150 | – | 0.00% | – |
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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% |