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 | $1,588,690 | +5.2% | 40,220 | +118.1% | 0.02% | +4.2% |
| Q2 2023 | $1,510,092 | +3.1% | 18,445 | +3.5% | 0.02% | 0.0% |
| Q1 2023 | $1,464,653 | +523.3% | 17,816 | +397.5% | 0.02% | +380.0% |
| Q2 2022 | $235,000 | -20.3% | 3,581 | -10.6% | 0.01% | -16.7% |
| Q1 2022 | $295,000 | -19.2% | 4,007 | -12.1% | 0.01% | -14.3% |
| Q4 2021 | $365,000 | +17.0% | 4,557 | +11.0% | 0.01% | +16.7% |
| Q3 2021 | $312,000 | -10.1% | 4,107 | -9.8% | 0.01% | -25.0% |
| Q2 2021 | $347,000 | +4.2% | 4,551 | -0.4% | 0.01% | -11.1% |
| Q1 2021 | $333,000 | +13.7% | 4,571 | +3.5% | 0.01% | 0.0% |
| Q4 2020 | $293,000 | -22.9% | 4,415 | -28.2% | 0.01% | -35.7% |
| Q3 2020 | $380,000 | -3.6% | 6,153 | -5.1% | 0.01% | -17.6% |
| Q2 2020 | $394,000 | -27.6% | 6,483 | -38.9% | 0.02% | -41.4% |
| Q1 2020 | $544,000 | -50.7% | 10,611 | -32.2% | 0.03% | -38.3% |
| Q4 2019 | $1,104,000 | -76.9% | 15,646 | -78.0% | 0.05% | -77.7% |
| Q3 2019 | $4,787,000 | +2.4% | 71,211 | +0.8% | 0.21% | +1.4% |
| Q2 2019 | $4,673,000 | +18.3% | 70,635 | +0.8% | 0.21% | -10.0% |
| Q4 2018 | $3,950,000 | -29.3% | 70,051 | -20.7% | 0.23% | -15.7% |
| Q3 2018 | $5,589,000 | +9.3% | 88,356 | +9.1% | 0.27% | -7.1% |
| Q2 2018 | $5,115,000 | +1.5% | 80,991 | +0.8% | 0.30% | -3.0% |
| Q1 2018 | $5,039,000 | +26.0% | 80,337 | +30.1% | 0.30% | +26.1% |
| Q3 2017 | $4,000,000 | +3.5% | 61,764 | -0.8% | 0.24% | -0.4% |
| Q2 2017 | $3,866,000 | -5.3% | 62,238 | -4.4% | 0.24% | -11.4% |
| Q1 2017 | $4,084,000 | +48.5% | 65,131 | +36.2% | 0.27% | +31.9% |
| Q4 2016 | $2,750,000 | +10.4% | 47,836 | +3.1% | 0.21% | +8.4% |
| Q3 2016 | $2,491,000 | -21.2% | 46,379 | -25.9% | 0.19% | -22.4% |
| Q2 2016 | $3,162,000 | -50.2% | 62,558 | -48.9% | 0.25% | -53.7% |
| Q1 2016 | $6,350,000 | +1.2% | 122,315 | +4.8% | 0.53% | 0.0% |
| Q4 2015 | $6,275,000 | +9.9% | 116,744 | +11.3% | 0.53% | -2.4% |
| Q3 2015 | $5,709,000 | -35.5% | 104,852 | -27.2% | 0.54% | -27.9% |
| Q2 2015 | $8,855,000 | +36.1% | 144,105 | +46.8% | 0.76% | +25.8% |
| Q1 2015 | $6,507,000 | +110.1% | 98,163 | +76.6% | 0.60% | +99.3% |
| Q4 2014 | $3,097,000 | +30.0% | 55,592 | +35.1% | 0.30% | +66.3% |
| Q3 2014 | $2,383,000 | +96.9% | 41,140 | +99.5% | 0.18% | +33.1% |
| Q2 2014 | $1,210,000 | +16.9% | 20,625 | +12.9% | 0.14% | -4.2% |
| Q1 2014 | $1,035,000 | – | 18,266 | – | 0.14% | – |
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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% |