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 | $280,321 | -88.4% | 7,096 | -76.1% | 0.01% | -73.7% |
| Q2 2023 | $2,424,780 | +142.7% | 29,702 | +146.6% | 0.02% | +11.8% |
| Q1 2023 | $999,065 | -0.7% | 12,046 | -16.1% | 0.02% | 0.0% |
| Q4 2022 | $1,006,536 | -2.9% | 14,357 | -13.8% | 0.02% | -5.6% |
| Q3 2022 | $1,037,000 | +12.7% | 16,663 | +18.5% | 0.02% | +12.5% |
| Q2 2022 | $920,000 | -16.5% | 14,062 | -6.2% | 0.02% | 0.0% |
| Q1 2022 | $1,102,000 | -19.1% | 14,991 | -12.0% | 0.02% | -27.3% |
| Q4 2021 | $1,363,000 | +5.3% | 17,027 | -0.1% | 0.02% | +4.8% |
| Q3 2021 | $1,295,000 | -44.2% | 17,044 | -44.1% | 0.02% | -30.0% |
| Q2 2021 | $2,320,000 | +130.2% | 30,468 | +119.7% | 0.03% | +7.1% |
| Q1 2021 | $1,008,000 | +14.2% | 13,870 | -3.1% | 0.03% | -36.4% |
| Q3 2020 | $883,000 | +120.2% | 14,315 | +721.8% | 0.04% | +144.4% |
| Q2 2018 | $401,000 | – | 1,742 | – | 0.02% | – |
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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% |