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 | $221,200 | -44.5% | 5,600 | +15.5% | 0.11% | -40.1% |
| Q1 2023 | $398,719 | +17.5% | 4,850 | 0.0% | 0.19% | +14.7% |
| Q4 2022 | $339,306 | -8.8% | 4,850 | -18.8% | 0.16% | -13.3% |
| Q3 2022 | $372,000 | -16.2% | 5,975 | -11.8% | 0.19% | -10.0% |
| Q2 2022 | $444,000 | -11.0% | 6,775 | 0.0% | 0.21% | +7.7% |
| Q1 2022 | $499,000 | -8.1% | 6,775 | 0.0% | 0.19% | -8.5% |
| Q4 2021 | $543,000 | +5.4% | 6,775 | 0.0% | 0.21% | -8.2% |
| Q3 2021 | $515,000 | -0.4% | 6,775 | 0.0% | 0.23% | -0.9% |
| Q2 2021 | $517,000 | +4.9% | 6,775 | 0.0% | 0.23% | -7.9% |
| Q1 2021 | $493,000 | +9.8% | 6,775 | 0.0% | 0.25% | -0.4% |
| Q4 2020 | $449,000 | +7.4% | 6,775 | 0.0% | 0.25% | -4.5% |
| Q3 2020 | $418,000 | -10.3% | 6,775 | -11.7% | 0.27% | -20.1% |
| Q2 2020 | $466,000 | +60.1% | 7,675 | +35.2% | 0.33% | +52.8% |
| Q1 2020 | $291,000 | -46.3% | 5,675 | -26.1% | 0.22% | -28.8% |
| Q4 2019 | $542,000 | -68.6% | 7,675 | -70.1% | 0.31% | -73.7% |
| Q3 2019 | $1,728,000 | +0.6% | 25,675 | 0.0% | 1.16% | -2.8% |
| Q2 2019 | $1,717,000 | -6.3% | 25,675 | -10.5% | 1.20% | -0.3% |
| Q1 2019 | $1,833,000 | +156.4% | 28,675 | +126.2% | 1.20% | +136.6% |
| Q4 2018 | $715,000 | -12.5% | 12,675 | -1.9% | 0.51% | -0.6% |
| Q3 2018 | $817,000 | -2.4% | 12,925 | -2.5% | 0.51% | -16.2% |
| Q2 2018 | $837,000 | +0.7% | 13,250 | 0.0% | 0.61% | +3.0% |
| Q1 2018 | $831,000 | -1.5% | 13,250 | 0.0% | 0.59% | -29.4% |
| Q4 2017 | $844,000 | -1.5% | 13,250 | 0.0% | 0.84% | -2.6% |
| Q3 2017 | $857,000 | +2.8% | 13,250 | 0.0% | 0.86% | +1.8% |
| Q2 2017 | $834,000 | -31.5% | 13,250 | -27.4% | 0.85% | -35.8% |
| Q1 2017 | $1,217,000 | +4.7% | 18,250 | -9.9% | 1.32% | -15.3% |
| Q4 2016 | $1,162,000 | – | 20,250 | – | 1.55% | – |
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% |