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 2020 | $926,000 | -30.6% | 18,081 | -4.3% | 0.42% | -17.9% |
| Q4 2019 | $1,334,000 | +2.9% | 18,900 | -1.9% | 0.51% | -7.1% |
| Q3 2019 | $1,297,000 | -3.2% | 19,268 | -4.9% | 0.55% | -4.7% |
| Q2 2019 | $1,340,000 | +1.1% | 20,255 | -2.4% | 0.58% | -9.9% |
| Q1 2019 | $1,326,000 | +13.2% | 20,750 | -0.0% | 0.64% | +5.6% |
| Q4 2018 | $1,171,000 | -9.9% | 20,753 | +0.9% | 0.61% | -0.2% |
| Q3 2018 | $1,300,000 | -5.7% | 20,568 | -5.8% | 0.61% | -9.5% |
| Q2 2018 | $1,378,000 | +10.0% | 21,824 | +9.2% | 0.68% | +3.5% |
| Q1 2018 | $1,253,000 | +20.7% | 19,981 | +22.6% | 0.65% | +21.2% |
| Q4 2017 | $1,038,000 | +12.7% | 16,296 | +14.5% | 0.54% | +7.4% |
| Q3 2017 | $921,000 | +40.4% | 14,230 | +35.3% | 0.50% | +31.2% |
| Q2 2017 | $656,000 | +18.2% | 10,520 | +19.1% | 0.38% | +22.0% |
| Q1 2017 | $555,000 | +28.8% | 8,832 | +17.7% | 0.31% | +21.3% |
| Q4 2016 | $431,000 | +11.9% | 7,502 | +4.7% | 0.26% | +7.9% |
| Q3 2016 | $385,000 | -28.6% | 7,162 | -32.9% | 0.24% | -25.8% |
| Q2 2016 | $539,000 | +2.9% | 10,667 | +5.7% | 0.32% | -3.9% |
| Q1 2016 | $524,000 | +50.1% | 10,092 | +55.7% | 0.34% | +48.2% |
| Q4 2015 | $349,000 | +16.7% | 6,482 | +18.6% | 0.23% | +13.6% |
| Q3 2015 | $299,000 | +23.0% | 5,467 | +38.6% | 0.20% | +38.2% |
| Q2 2015 | $243,000 | – | 3,945 | – | 0.14% | – |
Download | ||||||
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% |