WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 284 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 8.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $3,495,000 | +13.0% | 49,332 | +7.8% | 0.02% | +4.3% |
Q3 2019 | $3,092,000 | +2.4% | 45,773 | +0.7% | 0.02% | 0.0% |
Q2 2019 | $3,020,000 | +1.5% | 45,465 | -2.0% | 0.02% | -4.2% |
Q1 2019 | $2,974,000 | +8.2% | 46,371 | -4.5% | 0.02% | -11.1% |
Q4 2018 | $2,748,000 | +5.9% | 48,554 | +18.3% | 0.03% | +3.8% |
Q3 2018 | $2,596,000 | +19.6% | 41,032 | +19.5% | 0.03% | -13.3% |
Q2 2018 | $2,170,000 | -23.9% | 34,328 | -24.5% | 0.03% | -23.1% |
Q1 2018 | $2,853,000 | -25.4% | 45,487 | -24.2% | 0.04% | -23.5% |
Q4 2017 | $3,823,000 | +3.2% | 59,995 | +4.8% | 0.05% | -12.1% |
Q3 2017 | $3,704,000 | +32.3% | 57,230 | +27.4% | 0.06% | +18.4% |
Q2 2017 | $2,799,000 | +6.7% | 44,907 | +7.5% | 0.05% | -7.5% |
Q1 2017 | $2,623,000 | -1.5% | 41,755 | -10.0% | 0.05% | -11.7% |
Q4 2016 | $2,664,000 | -29.5% | 46,395 | -34.1% | 0.06% | -34.1% |
Q3 2016 | $3,779,000 | -28.0% | 70,351 | -32.3% | 0.09% | -34.1% |
Q2 2016 | $5,247,000 | – | 103,921 | – | 0.14% | – |
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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% |