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 | $6,166 | +516.6% | 75 | +650.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -99.3% | 10 | -99.7% | 0.00% | -100.0% |
| Q1 2020 | $151,000 | -34.1% | 2,941 | -9.4% | 0.01% | -16.7% |
| Q4 2019 | $229,000 | +10.6% | 3,247 | +4.3% | 0.01% | -7.7% |
| Q3 2019 | $207,000 | 0.0% | 3,112 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $207,000 | -1.0% | 3,112 | -4.6% | 0.01% | -13.3% |
| Q1 2019 | $209,000 | +14.2% | 3,263 | +0.4% | 0.02% | -6.2% |
| Q4 2018 | $183,000 | -22.1% | 3,249 | -12.5% | 0.02% | -5.9% |
| Q3 2018 | $235,000 | -2.1% | 3,714 | +1.7% | 0.02% | -5.6% |
| Q2 2018 | $240,000 | -11.4% | 3,651 | -15.4% | 0.02% | -18.2% |
| Q1 2018 | $271,000 | -39.6% | 4,315 | -38.8% | 0.02% | -43.6% |
| Q4 2017 | $449,000 | +0.7% | 7,054 | +2.2% | 0.04% | -23.5% |
| Q3 2017 | $446,000 | -61.8% | 6,900 | -63.2% | 0.05% | -66.4% |
| Q2 2017 | $1,168,000 | +49.2% | 18,746 | +50.4% | 0.15% | +33.3% |
| Q1 2017 | $783,000 | +7.1% | 12,465 | -8.3% | 0.11% | -16.8% |
| Q3 2016 | $731,000 | +0.6% | 13,598 | -5.5% | 0.14% | -17.0% |
| Q2 2016 | $727,000 | +2.5% | 14,383 | +5.4% | 0.16% | -14.9% |
| Q1 2016 | $709,000 | +0.3% | 13,649 | +3.9% | 0.19% | -14.5% |
| Q4 2015 | $707,000 | +70600.0% | 13,138 | +131280.0% | 0.23% | – |
| Q3 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | – | 10 | – | 0.00% | – |
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% |