SIMON QUICK ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 306 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$28,0000.0%3750.0%0.01%0.0%
Q2 2021$28,000
-46.2%
375
-51.4%
0.01%
-69.6%
Q3 2019$52,000
-99.9%
772
-16.5%
0.02%
-25.8%
Q2 2019$61,207,000
+124812.2%
925
+19.8%
0.03%
+55.0%
Q1 2019$49,000
+4800.0%
772
+9550.0%
0.02%
Q4 2017$1,000
-98.0%
8
-99.0%
0.00%
-100.0%
Q3 2017$50,000
+4.2%
7720.0%0.02%
-33.3%
Q2 2017$48,000
-90.9%
772
-90.8%
0.03%
-91.4%
Q1 2017$528,000
+9.3%
8,4120.0%0.31%
-13.3%
Q4 2016$483,0008,4120.36%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders