WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 187 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $220,000 | +9.5% | 3,029 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $201,000 | -10.7% | 3,029 | -3.8% | 0.02% | -15.4% |
| Q4 2019 | $225,000 | +10.3% | 3,149 | 0.0% | 0.03% | -3.7% |
| Q3 2019 | $204,000 | -1.9% | 3,149 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $208,000 | +3.5% | 3,149 | 0.0% | 0.03% | +3.8% |
| Q1 2019 | $201,000 | -39.6% | 3,149 | -39.7% | 0.03% | -39.5% |
| Q4 2017 | $333,000 | -7.0% | 5,219 | -5.7% | 0.04% | -14.0% |
| Q3 2017 | $358,000 | -14.4% | 5,532 | -17.6% | 0.05% | -30.6% |
| Q2 2017 | $418,000 | +0.7% | 6,712 | +1.5% | 0.07% | -1.4% |
| Q1 2017 | $415,000 | -0.7% | 6,613 | -9.1% | 0.07% | -8.8% |
| Q4 2016 | $418,000 | -10.5% | 7,275 | -16.3% | 0.08% | -13.0% |
| Q3 2016 | $467,000 | +8.4% | 8,688 | +1.9% | 0.09% | +7.0% |
| Q2 2016 | $431,000 | +8.6% | 8,528 | +11.5% | 0.09% | +3.6% |
| Q1 2016 | $397,000 | +2.1% | 7,648 | +5.7% | 0.08% | -1.2% |
| Q4 2015 | $389,000 | +28.0% | 7,233 | +29.9% | 0.08% | +25.4% |
| Q3 2015 | $304,000 | – | 5,568 | – | 0.07% | – |
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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% |