WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 229 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $32,748 | -0.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $32,884 | +17.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $27,984 | +11.9% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $25,000 | -13.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $29,000 | -9.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $32,000 | -30.4% | 400 | -33.3% | 0.00% | 0.0% |
| Q3 2021 | $46,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $46,000 | +4.5% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $44,000 | +10.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $40,000 | +8.1% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $37,000 | +2.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $36,000 | +16.1% | 600 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $31,000 | -89.3% | 600 | -85.4% | 0.00% | -81.8% |
| Q4 2019 | $289,000 | -67.3% | 4,103 | -68.8% | 0.01% | -68.6% |
| Q3 2019 | $884,000 | +31.4% | 13,153 | +29.2% | 0.04% | +40.0% |
| Q2 2019 | $673,000 | -55.2% | 10,178 | -56.7% | 0.02% | -51.9% |
| Q1 2019 | $1,502,000 | -45.0% | 23,503 | -51.7% | 0.05% | -45.8% |
| Q4 2018 | $2,729,000 | -25.3% | 48,635 | -16.3% | 0.10% | -7.7% |
| Q3 2018 | $3,654,000 | -23.3% | 58,112 | -23.2% | 0.10% | -23.5% |
| Q2 2018 | $4,766,000 | +280.1% | 75,630 | +278.1% | 0.14% | +267.6% |
| Q1 2018 | $1,254,000 | +8.5% | 20,002 | +13.0% | 0.04% | +12.1% |
| Q4 2017 | $1,156,000 | -48.8% | 17,702 | -48.2% | 0.03% | -48.4% |
| Q3 2017 | $2,259,000 | -37.3% | 34,152 | -40.9% | 0.06% | -36.6% |
| Q2 2017 | $3,602,000 | +35.3% | 57,790 | +36.3% | 0.10% | +42.3% |
| Q1 2017 | $2,663,000 | +208.2% | 42,410 | +181.6% | 0.07% | +195.8% |
| Q4 2016 | $864,000 | +23.1% | 15,059 | +15.3% | 0.02% | +14.3% |
| Q3 2016 | $702,000 | +83.3% | 13,059 | +72.5% | 0.02% | +75.0% |
| Q2 2016 | $383,000 | +4.1% | 7,571 | +6.8% | 0.01% | 0.0% |
| Q1 2016 | $368,000 | -45.1% | 7,091 | -42.9% | 0.01% | -33.3% |
| Q4 2015 | $670,000 | +15.5% | 12,415 | +17.1% | 0.02% | +28.6% |
| Q3 2015 | $580,000 | -2.7% | 10,605 | +9.6% | 0.01% | +7.7% |
| Q2 2015 | $596,000 | – | 9,675 | – | 0.01% | – |
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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% |