WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 284 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 8.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $82,210 | +17.5% | 1,000 | 0.0% | 0.02% | +17.6% |
| Q4 2022 | $69,960 | +12.8% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $62,000 | -6.1% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $66,000 | -10.8% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $74,000 | -7.5% | 1,000 | 0.0% | 0.02% | +6.2% |
| Q4 2021 | $80,000 | +5.3% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $76,000 | 0.0% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $76,000 | +4.1% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $73,000 | +10.6% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $66,000 | +6.5% | 1,000 | 0.0% | 0.02% | -15.8% |
| Q3 2020 | $62,000 | +1.6% | 1,000 | 0.0% | 0.02% | -13.6% |
| Q2 2020 | $61,000 | +19.6% | 1,000 | 0.0% | 0.02% | -15.4% |
| Q1 2020 | $51,000 | -28.2% | 1,000 | 0.0% | 0.03% | -23.5% |
| Q4 2019 | $71,000 | +6.0% | 1,000 | 0.0% | 0.03% | -5.6% |
| Q3 2019 | $67,000 | – | 1,000 | – | 0.04% | – |
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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% |