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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $28,000 | +7.7% | 386 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | +8.3% | 386 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $24,000 | +41.2% | 386 | +35.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | -15.0% | 286 | -20.8% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | 0.0% | 361 | +26.2% | 0.00% | 0.0% |
| Q4 2019 | $20,000 | +5.3% | 286 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $19,000 | -24.0% | 286 | -23.5% | 0.00% | -33.3% |
| Q2 2019 | $25,000 | +38.9% | 374 | +30.8% | 0.00% | +50.0% |
| Q1 2019 | $18,000 | +12.5% | 286 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | -23.8% | 286 | -19.4% | 0.00% | -33.3% |
| Q3 2018 | $21,000 | -32.3% | 355 | -27.0% | 0.00% | -25.0% |
| Q2 2018 | $31,000 | +3.3% | 486 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $30,000 | +400.0% | 486 | +376.5% | 0.01% | +400.0% |
| Q4 2017 | $6,000 | – | 102 | – | 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% |