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 | $2,641,203 | +52.2% | 66,859 | +215.4% | 0.00% | +33.3% |
| Q2 2023 | $1,735,620 | +19.4% | 21,197 | +19.9% | 0.00% | 0.0% |
| Q1 2023 | $1,453,511 | +24.5% | 17,675 | +5.9% | 0.00% | +50.0% |
| Q4 2022 | $1,167,918 | -17.1% | 16,683 | -26.2% | 0.00% | -33.3% |
| Q3 2022 | $1,408,000 | -8.9% | 22,613 | -4.1% | 0.00% | 0.0% |
| Q2 2022 | $1,545,000 | -38.3% | 23,569 | -49.5% | 0.00% | -40.0% |
| Q1 2022 | $2,503,000 | -50.5% | 46,658 | -25.4% | 0.01% | -50.0% |
| Q4 2021 | $5,055,000 | +128.5% | 62,569 | +115.1% | 0.01% | +100.0% |
| Q3 2021 | $2,212,000 | +12.7% | 29,087 | +13.0% | 0.01% | +25.0% |
| Q2 2021 | $1,962,000 | -0.3% | 25,748 | -4.7% | 0.00% | -20.0% |
| Q1 2021 | $1,968,000 | +20.8% | 27,029 | +10.0% | 0.01% | +25.0% |
| Q4 2020 | $1,629,000 | +0.3% | 24,579 | -6.5% | 0.00% | -20.0% |
| Q3 2020 | $1,624,000 | -2.5% | 26,298 | -4.1% | 0.01% | -16.7% |
| Q2 2020 | $1,665,000 | -50.0% | 27,427 | -57.7% | 0.01% | -57.1% |
| Q1 2020 | $3,332,000 | – | 64,793 | – | 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% |