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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $304,000 | +3.4% | 4,600 | 0.0% | 0.10% | -1.0% |
| Q1 2019 | $294,000 | +13.1% | 4,600 | 0.0% | 0.10% | -9.5% |
| Q4 2018 | $260,000 | -10.7% | 4,600 | 0.0% | 0.12% | +20.8% |
| Q3 2018 | $291,000 | +0.3% | 4,600 | 0.0% | 0.10% | -19.3% |
| Q2 2018 | $290,000 | +0.3% | 4,600 | 0.0% | 0.12% | +40.0% |
| Q1 2018 | $289,000 | -13.0% | 4,600 | -11.7% | 0.08% | -20.6% |
| Q4 2017 | $332,000 | -1.5% | 5,210 | 0.0% | 0.11% | -21.3% |
| Q3 2017 | $337,000 | -5.6% | 5,210 | -9.1% | 0.14% | -8.1% |
| Q2 2017 | $357,000 | -5.1% | 5,730 | 0.0% | 0.15% | -9.8% |
| Q1 2017 | $376,000 | -82.7% | 5,730 | -84.9% | 0.16% | -82.2% |
| Q4 2016 | $2,171,000 | +9.2% | 37,830 | +2.3% | 0.92% | -19.8% |
| Q3 2016 | $1,988,000 | +1.3% | 36,990 | -0.2% | 1.15% | -6.7% |
| Q2 2016 | $1,962,000 | +6.1% | 37,062 | +4.0% | 1.23% | -20.4% |
| Q1 2016 | $1,850,000 | -3.3% | 35,623 | +0.1% | 1.55% | -17.6% |
| Q4 2015 | $1,914,000 | – | 35,578 | – | 1.88% | – |
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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% |