WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 312 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $247,000 | -8.2% | 3,357 | 0.0% | 0.12% | +4.4% |
| Q4 2021 | $269,000 | -51.1% | 3,357 | -61.0% | 0.11% | -71.2% |
| Q1 2019 | $550,000 | -5.3% | 8,599 | -16.5% | 0.40% | -5.3% |
| Q4 2018 | $581,000 | -10.8% | 10,299 | 0.0% | 0.42% | -2.8% |
| Q3 2018 | $651,000 | -11.4% | 10,299 | -11.5% | 0.43% | +25.4% |
| Q2 2018 | $735,000 | +0.7% | 11,643 | 0.0% | 0.34% | -6.0% |
| Q1 2018 | $730,000 | -93.7% | 11,643 | -93.6% | 0.36% | -93.9% |
| Q4 2017 | $11,560,000 | -0.6% | 181,452 | +0.9% | 5.94% | -11.5% |
| Q3 2017 | $11,635,000 | -0.7% | 179,823 | -4.4% | 6.72% | -29.7% |
| Q2 2017 | $11,719,000 | -2.6% | 188,016 | -1.9% | 9.55% | -10.5% |
| Q1 2017 | $12,037,000 | +14.9% | 191,646 | +5.0% | 10.67% | +6.3% |
| Q4 2016 | $10,480,000 | – | 182,578 | – | 10.04% | – |
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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% |