WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 190 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 4.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $416,000 | +8.1% | 5,720 | +4.8% | 0.03% | -19.0% |
| Q4 2019 | $385,000 | +4.9% | 5,460 | 0.0% | 0.04% | -25.0% |
| Q3 2019 | $367,000 | +1.7% | 5,460 | 0.0% | 0.06% | -3.4% |
| Q2 2019 | $361,000 | +3.4% | 5,460 | 0.0% | 0.06% | +28.9% |
| Q1 2019 | $349,000 | +13.3% | 5,460 | 0.0% | 0.04% | +9.8% |
| Q4 2018 | $308,000 | -10.7% | 5,460 | 0.0% | 0.04% | -18.0% |
| Q3 2018 | $345,000 | -76.2% | 5,460 | -76.2% | 0.05% | -79.5% |
| Q2 2018 | $1,450,000 | +421.6% | 22,965 | +408.8% | 0.24% | +617.6% |
| Q2 2015 | $278,000 | – | 4,514 | – | 0.03% | – |
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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% |