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 2020 | $46,000 | -74.4% | 918 | -65.6% | 0.00% | -66.7% |
| Q3 2019 | $180,000 | +1.7% | 2,665 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $177,000 | +4.1% | 2,665 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $170,000 | +12.6% | 2,665 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $151,000 | -10.7% | 2,665 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $169,000 | 0.0% | 2,665 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $169,000 | +1.2% | 2,665 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $167,000 | -29.8% | 2,665 | -30.7% | 0.00% | -40.0% |
| Q2 2017 | $238,000 | +41.7% | 3,848 | +44.4% | 0.01% | +25.0% |
| Q1 2017 | $168,000 | +9.8% | 2,665 | 0.0% | 0.00% | +33.3% |
| Q4 2016 | $153,000 | +7.0% | 2,665 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $143,000 | +27.7% | 2,665 | +24.0% | 0.00% | 0.0% |
| Q1 2016 | $112,000 | -3.4% | 2,150 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $116,000 | -0.9% | 2,150 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $117,000 | -11.4% | 2,150 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $132,000 | – | 2,150 | – | 0.00% | – |
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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% |