WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $61,000 | 0.0% | 801 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $61,000 | +5.2% | 801 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $58,000 | +9.4% | 801 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $53,000 | +8.2% | 801 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $49,000 | -55.0% | 801 | -55.5% | 0.01% | -54.2% |
| Q2 2020 | $109,000 | +18.5% | 1,801 | 0.0% | 0.02% | +60.0% |
| Q1 2020 | $92,000 | +31.4% | 1,801 | +80.1% | 0.02% | +87.5% |
| Q4 2019 | $70,000 | -95.1% | 1,000 | -95.6% | 0.01% | -98.4% |
| Q2 2018 | $1,421,000 | +0.6% | 22,546 | 0.0% | 0.50% | -2.7% |
| Q1 2018 | $1,412,000 | +35.5% | 22,546 | +37.5% | 0.51% | +23.4% |
| Q4 2017 | $1,042,000 | -28.5% | 16,398 | -27.3% | 0.42% | -30.9% |
| Q3 2017 | $1,457,000 | +45.8% | 22,546 | +40.5% | 0.60% | +36.0% |
| Q2 2017 | $999,000 | -8.1% | 16,044 | -7.4% | 0.44% | -7.5% |
| Q1 2017 | $1,087,000 | +291.0% | 17,318 | +229.9% | 0.48% | +149.0% |
| Q4 2015 | $278,000 | -6.7% | 5,250 | -4.7% | 0.19% | -6.8% |
| Q3 2015 | $298,000 | -11.3% | 5,508 | 0.0% | 0.21% | -3.7% |
| Q2 2015 | $336,000 | – | 5,508 | – | 0.21% | – |
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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% |