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 | ||||
---|---|---|---|---|---|---|
Q1 2018 | $8,646,000 | -28.7% | 138,027 | -26.6% | 3.32% | -30.6% |
Q4 2017 | $12,119,000 | -2.1% | 187,976 | -1.8% | 4.78% | -20.3% |
Q3 2017 | $12,382,000 | +4.7% | 191,377 | +0.9% | 6.00% | -9.2% |
Q2 2017 | $11,822,000 | +3.8% | 189,662 | +4.6% | 6.61% | -22.4% |
Q1 2017 | $11,388,000 | -18.6% | 181,315 | -25.6% | 8.52% | -26.9% |
Q4 2016 | $13,991,000 | – | 243,737 | – | 11.66% | – |
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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% |