VALLEY NATIONAL ADVISERS INC - 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
VALLEY NATIONAL ADVISERS INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$7,000
-94.3%
142
-91.9%
0.00%
-93.5%
Q4 2019$123,000
+4.2%
1,7470.0%0.03%
-3.1%
Q3 2019$118,000
+1211.1%
1,747
+1130.3%
0.03%
+1500.0%
Q2 2019$9,0000.0%1420.0%0.00%
-33.3%
Q1 2019$9,000
+12.5%
1420.0%0.00%0.0%
Q4 2018$8,000
-11.1%
1420.0%0.00%0.0%
Q3 2018$9,0000.0%1420.0%0.00%0.0%
Q2 2018$9,0000.0%1420.0%0.00%0.0%
Q1 2018$9,0000.0%1420.0%0.00%0.0%
Q4 2017$9,0000.0%1420.0%0.00%0.0%
Q3 2017$9,0000.0%1420.0%0.00%0.0%
Q2 2017$9,0000.0%1420.0%0.00%0.0%
Q1 2017$9,000
-72.7%
142
-75.4%
0.00%
-80.0%
Q4 2016$33,000
-60.2%
577
-62.6%
0.02%
-65.1%
Q3 2016$83,000
-62.4%
1,542
-64.7%
0.04%
-62.6%
Q2 2016$221,000
-2.6%
4,3650.0%0.12%
-5.7%
Q1 2016$227,000
-3.0%
4,365
+0.2%
0.12%
-11.6%
Q4 2015$234,000
-26.2%
4,356
-24.9%
0.14%
-28.1%
Q3 2015$317,000
-16.8%
5,803
-6.3%
0.19%
-10.7%
Q2 2015$381,000
-7.1%
6,1930.0%0.22%
-10.8%
Q1 2015$410,0006,1930.24%
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