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 2020 | $972,000 | +116.5% | 15,738 | +112.6% | 2.06% | -19.9% |
| Q2 2020 | $449,000 | -67.9% | 7,402 | -72.9% | 2.57% | -18.4% |
| Q1 2020 | $1,397,000 | -27.4% | 27,273 | 0.0% | 3.15% | +31.9% |
| Q4 2019 | $1,925,000 | -29.3% | 27,273 | -32.6% | 2.39% | +45.2% |
| Q3 2019 | $2,724,000 | -2.5% | 40,486 | -4.1% | 1.64% | +21.3% |
| Q2 2019 | $2,793,000 | -0.6% | 42,215 | -4.0% | 1.36% | -9.9% |
| Q1 2019 | $2,810,000 | -64.0% | 43,970 | -71.5% | 1.50% | -38.4% |
| Q2 2016 | $7,797,000 | +61.8% | 154,303 | +72.3% | 2.44% | -3.6% |
| Q4 2015 | $4,818,000 | -3.1% | 89,543 | -1.6% | 2.53% | +26.1% |
| Q3 2015 | $4,973,000 | -21.2% | 90,989 | -11.2% | 2.01% | -29.8% |
| Q2 2015 | $6,314,000 | -27.9% | 102,515 | -22.6% | 2.86% | -30.7% |
| Q1 2015 | $8,763,000 | -8.6% | 132,490 | -23.1% | 4.12% | +20.4% |
| Q4 2014 | $9,588,000 | – | 172,390 | – | 3.42% | – |
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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% |