WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $509,105 | -4.9% | 13,000 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $535,280 | -11.9% | 6,500 | -12.2% | 0.00% | 0.0% |
| Q1 2023 | $607,491 | +20.6% | 7,400 | +2.8% | 0.00% | 0.0% |
| Q4 2022 | $503,665 | +7.2% | 7,200 | -4.6% | 0.00% | 0.0% |
| Q3 2022 | $470,000 | -7.8% | 7,550 | -2.6% | 0.00% | 0.0% |
| Q2 2022 | $510,000 | -11.1% | 7,750 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $574,000 | -7.0% | 7,750 | +0.9% | 0.00% | 0.0% |
| Q4 2021 | $617,000 | +5.1% | 7,680 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $587,000 | +0.7% | 7,680 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $583,000 | +4.5% | 7,680 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $558,000 | +9.6% | 7,680 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $509,000 | +7.4% | 7,680 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $474,000 | +1.5% | 7,680 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $467,000 | +17.9% | 7,680 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $396,000 | -28.1% | 7,680 | -1.9% | 0.00% | 0.0% |
| Q4 2019 | $551,000 | – | 7,830 | – | 0.00% | – |
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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% |