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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $457,000 | -11.1% | 6,980 | 0.0% | 0.09% | +6.0% |
| Q1 2022 | $514,000 | -8.1% | 6,980 | 0.0% | 0.08% | -2.3% |
| Q4 2021 | $559,000 | +2.8% | 6,980 | -2.4% | 0.09% | +22.9% |
| Q3 2021 | $544,000 | -0.2% | 7,155 | 0.0% | 0.07% | -19.5% |
| Q2 2021 | $545,000 | +60.8% | 7,155 | +53.7% | 0.09% | +45.0% |
| Q1 2021 | $339,000 | +9.7% | 4,655 | 0.0% | 0.06% | +1.7% |
| Q4 2020 | $309,000 | -0.6% | 4,655 | -7.5% | 0.06% | -7.8% |
| Q3 2020 | $311,000 | -40.0% | 5,030 | -41.1% | 0.06% | -42.9% |
| Q2 2020 | $518,000 | -19.6% | 8,540 | -32.0% | 0.11% | -30.9% |
| Q1 2020 | $644,000 | -2.6% | 12,565 | +34.2% | 0.16% | +12.5% |
| Q4 2019 | $661,000 | +72.1% | 9,361 | +63.9% | 0.14% | +65.5% |
| Q3 2019 | $384,000 | +1.9% | 5,710 | 0.0% | 0.09% | +6.1% |
| Q2 2019 | $377,000 | +3.3% | 5,710 | 0.0% | 0.08% | +2.5% |
| Q1 2019 | $365,000 | – | 5,710 | – | 0.08% | – |
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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% |