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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $41 | -52.9% | 506 | -59.4% | 0.00% | – |
| Q4 2022 | $87 | -99.9% | 1,245 | -23.0% | 0.00% | – |
| Q3 2022 | $100,000 | +244.8% | 1,616 | +299.0% | 0.00% | – |
| Q1 2022 | $29,000 | -55.4% | 405 | -50.2% | 0.00% | – |
| Q4 2021 | $65,000 | +14.0% | 814 | +8.4% | 0.00% | – |
| Q3 2021 | $57,000 | 0.0% | 751 | -0.1% | 0.00% | – |
| Q2 2021 | $57,000 | +2750.0% | 752 | +2048.6% | 0.00% | – |
| Q4 2020 | $2,000 | -75.0% | 35 | -73.7% | 0.00% | – |
| Q3 2020 | $8,000 | -91.5% | 133 | -91.5% | 0.00% | – |
| Q2 2020 | $94,000 | -33.8% | 1,557 | -43.9% | 0.00% | – |
| Q1 2020 | $142,000 | +73.2% | 2,774 | +123.5% | 0.00% | – |
| Q2 2019 | $82,000 | -63.6% | 1,241 | -65.3% | 0.00% | -100.0% |
| Q3 2018 | $225,000 | -66.4% | 3,572 | -66.0% | 0.00% | -96.6% |
| Q4 2017 | $670,000 | -61.7% | 10,519 | -61.1% | 0.03% | -59.2% |
| Q3 2017 | $1,748,000 | +724.5% | 27,029 | +693.8% | 0.07% | +688.9% |
| Q2 2017 | $212,000 | -90.3% | 3,405 | -90.2% | 0.01% | -90.4% |
| Q1 2017 | $2,181,000 | +12.1% | 34,728 | +2.5% | 0.09% | -19.0% |
| Q4 2016 | $1,945,000 | +3.7% | 33,889 | -2.9% | 0.12% | -8.7% |
| Q3 2016 | $1,875,000 | -20.9% | 34,903 | -25.6% | 0.13% | -19.6% |
| Q2 2016 | $2,371,000 | +104.7% | 46,939 | +110.4% | 0.16% | +71.7% |
| Q1 2016 | $1,158,000 | +15.7% | 22,306 | +19.9% | 0.09% | +17.9% |
| Q4 2015 | $1,001,000 | +58.4% | 18,605 | +60.7% | 0.08% | +69.6% |
| Q3 2015 | $632,000 | -27.0% | 11,577 | -17.7% | 0.05% | -37.0% |
| Q2 2015 | $866,000 | – | 14,070 | – | 0.07% | – |
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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% |