WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 322 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $188 | -99.9% | 5 | -99.7% | 0.00% | -100.0% |
| Q2 2023 | $129,598 | +260.0% | 1,583 | +163.8% | 0.01% | 0.0% |
| Q2 2020 | $36,000 | -12.2% | 600 | -25.8% | 0.01% | -25.0% |
| Q1 2020 | $41,000 | +17.1% | 809 | +61.8% | 0.01% | +60.0% |
| Q4 2019 | $35,000 | -62.4% | 500 | -65.5% | 0.01% | -77.3% |
| Q1 2019 | $93,000 | +13.4% | 1,450 | 0.0% | 0.02% | +4.8% |
| Q4 2018 | $82,000 | -10.9% | 1,450 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $92,000 | 0.0% | 1,450 | 0.0% | 0.02% | -8.7% |
| Q2 2018 | $92,000 | +1.1% | 1,450 | 0.0% | 0.02% | -8.0% |
| Q1 2018 | $91,000 | -1.1% | 1,450 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $92,000 | -33.8% | 1,450 | -32.4% | 0.02% | -56.1% |
| Q3 2017 | $139,000 | +54.4% | 2,146 | +48.0% | 0.06% | +35.7% |
| Q2 2017 | $90,000 | -1.1% | 1,450 | 0.0% | 0.04% | -17.6% |
| Q1 2017 | $91,000 | -5.2% | 1,450 | -13.3% | 0.05% | -20.3% |
| Q4 2016 | $96,000 | – | 1,673 | – | 0.06% | – |
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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% |