WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 277 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $7,000 | -83.7% | 101 | -84.4% | 0.00% | -88.9% |
| Q4 2020 | $43,000 | -94.2% | 648 | -94.6% | 0.01% | -95.1% |
| Q3 2020 | $742,000 | +6.3% | 12,016 | +4.5% | 0.18% | -13.3% |
| Q2 2020 | $698,000 | +30.7% | 11,496 | +10.3% | 0.21% | -23.3% |
| Q1 2020 | $534,000 | -31.9% | 10,422 | -4.5% | 0.28% | -21.4% |
| Q4 2019 | $784,000 | +4.7% | 10,914 | -6.2% | 0.35% | -13.2% |
| Q3 2019 | $749,000 | -12.3% | 11,630 | -8.9% | 0.40% | -13.0% |
| Q2 2019 | $854,000 | -0.2% | 12,767 | -4.7% | 0.46% | -9.7% |
| Q1 2019 | $856,000 | +16.8% | 13,390 | +3.1% | 0.51% | -3.6% |
| Q4 2018 | $733,000 | -7.9% | 12,990 | +3.1% | 0.53% | +16.2% |
| Q3 2018 | $796,000 | +6.0% | 12,596 | +5.8% | 0.46% | +3.9% |
| Q2 2018 | $751,000 | +16.3% | 11,900 | +15.5% | 0.44% | +6.5% |
| Q1 2018 | $646,000 | +0.6% | 10,306 | +2.3% | 0.41% | -5.0% |
| Q4 2017 | $642,000 | +2.6% | 10,078 | +4.2% | 0.44% | +21.4% |
| Q3 2017 | $626,000 | +10.2% | 9,672 | +6.1% | 0.36% | -1.1% |
| Q2 2017 | $568,000 | +14.7% | 9,118 | +15.6% | 0.36% | +2.0% |
| Q1 2017 | $495,000 | +248.6% | 7,888 | +219.0% | 0.36% | +206.9% |
| Q4 2016 | $142,000 | – | 2,473 | – | 0.12% | – |
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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% |