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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,103,448 | -5.1% | 53,252 | +96.7% | 0.00% | – |
| Q2 2023 | $2,216,467 | -0.5% | 27,073 | -0.1% | 0.00% | – |
| Q1 2023 | $2,227,891 | +17.5% | 27,100 | +0.0% | 0.00% | – |
| Q4 2022 | $1,895,611 | -6.6% | 27,096 | -17.0% | 0.00% | – |
| Q3 2022 | $2,030,000 | -35.8% | 32,652 | -32.3% | 0.00% | -100.0% |
| Q2 2022 | $3,162,000 | -10.3% | 48,257 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $3,527,000 | -3.6% | 47,942 | +5.1% | 0.00% | 0.0% |
| Q4 2021 | $3,657,000 | -8.1% | 45,630 | -12.7% | 0.00% | 0.0% |
| Q3 2021 | $3,978,000 | +1.5% | 52,289 | +1.7% | 0.00% | 0.0% |
| Q2 2021 | $3,921,000 | -0.5% | 51,429 | -5.0% | 0.00% | 0.0% |
| Q1 2021 | $3,940,000 | -9.7% | 54,155 | -17.7% | 0.00% | 0.0% |
| Q4 2020 | $4,362,000 | -7.3% | 65,807 | -13.7% | 0.00% | 0.0% |
| Q3 2020 | $4,707,000 | -11.9% | 76,218 | -13.4% | 0.00% | 0.0% |
| Q2 2020 | $5,340,000 | -50.9% | 87,974 | -58.6% | 0.00% | -75.0% |
| Q1 2020 | $10,874,000 | -50.2% | 212,243 | -31.4% | 0.00% | -33.3% |
| Q4 2019 | $21,839,000 | +5.3% | 309,382 | +0.4% | 0.01% | 0.0% |
| Q3 2019 | $20,736,000 | +1.9% | 308,159 | +0.2% | 0.01% | 0.0% |
| Q2 2019 | $20,350,000 | +5.8% | 307,547 | +2.2% | 0.01% | +20.0% |
| Q1 2019 | $19,228,000 | +5.8% | 300,872 | -6.5% | 0.01% | -16.7% |
| Q4 2018 | $18,172,000 | -33.3% | 321,956 | -25.3% | 0.01% | -14.3% |
| Q3 2018 | $27,249,000 | -1.2% | 431,014 | -1.3% | 0.01% | 0.0% |
| Q2 2018 | $27,571,000 | +0.3% | 436,678 | -0.4% | 0.01% | -12.5% |
| Q1 2018 | $27,489,000 | -5.7% | 438,283 | -4.2% | 0.01% | 0.0% |
| Q4 2017 | $29,146,000 | -2.0% | 457,485 | -0.4% | 0.01% | 0.0% |
| Q3 2017 | $29,726,000 | +4.4% | 459,459 | +0.6% | 0.01% | 0.0% |
| Q2 2017 | $28,479,000 | +16.0% | 456,902 | +16.9% | 0.01% | +14.3% |
| Q1 2017 | $24,541,000 | +39.1% | 390,710 | +27.1% | 0.01% | +40.0% |
| Q4 2016 | $17,648,000 | -17.5% | 307,467 | -22.8% | 0.01% | -16.7% |
| Q3 2016 | $21,394,000 | +8.8% | 398,096 | +2.3% | 0.01% | 0.0% |
| Q2 2016 | $19,662,000 | -28.9% | 389,104 | -27.0% | 0.01% | -25.0% |
| Q1 2016 | $27,657,000 | -15.5% | 532,695 | -12.4% | 0.01% | -20.0% |
| Q4 2015 | $32,736,000 | +32.3% | 608,355 | +34.4% | 0.01% | +25.0% |
| Q3 2015 | $24,739,000 | +27.2% | 452,675 | +43.3% | 0.01% | +60.0% |
| Q2 2015 | $19,451,000 | +21.5% | 315,824 | +30.5% | 0.01% | +25.0% |
| Q1 2015 | $16,005,000 | +185.3% | 241,981 | +140.0% | 0.00% | +300.0% |
| Q4 2014 | $5,609,000 | – | 100,845 | – | 0.00% | – |
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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% |