WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 229 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $167,000 | -18.1% | 2,548 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $204,000 | +1.0% | 2,548 | -10.9% | 0.02% | -35.3% |
| Q4 2019 | $202,000 | -4.3% | 2,860 | -8.6% | 0.03% | -12.8% |
| Q3 2019 | $211,000 | +1.4% | 3,130 | -0.6% | 0.04% | -7.1% |
| Q2 2019 | $208,000 | +3.0% | 3,150 | -0.3% | 0.04% | +20.0% |
| Q1 2019 | $202,000 | +11.6% | 3,160 | -1.2% | 0.04% | -5.4% |
| Q4 2018 | $181,000 | -10.4% | 3,200 | 0.0% | 0.04% | +8.8% |
| Q3 2018 | $202,000 | -0.5% | 3,200 | -0.5% | 0.03% | -8.1% |
| Q2 2018 | $203,000 | +8.6% | 3,215 | +7.8% | 0.04% | +8.8% |
| Q1 2018 | $187,000 | -5.1% | 2,981 | -3.7% | 0.03% | -5.6% |
| Q4 2017 | $197,000 | – | 3,096 | – | 0.04% | – |
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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% |