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 2022 | $306,000 | -8.4% | 4,162 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $334,000 | -1.8% | 4,162 | -6.8% | 0.01% | 0.0% |
| Q3 2021 | $340,000 | +13.3% | 4,465 | +8.2% | 0.01% | -14.3% |
| Q1 2021 | $300,000 | +41.5% | 4,125 | +28.7% | 0.01% | +16.7% |
| Q4 2020 | $212,000 | +0.5% | 3,205 | -11.5% | 0.01% | -33.3% |
| Q3 2020 | $211,000 | +1.0% | 3,620 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $209,000 | -17.1% | 3,620 | +0.8% | 0.01% | -18.2% |
| Q4 2019 | $252,000 | +10.5% | 3,590 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $228,000 | – | 3,590 | – | 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% |