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 | $17,914 | +19.4% | 453 | +147.5% | 0.01% | +14.3% |
| Q2 2023 | $15,007 | +8.0% | 183 | +8.3% | 0.01% | 0.0% |
| Q1 2023 | $13,894 | +17.5% | 169 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $11,823 | +7.5% | 169 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $11,000 | 0.0% | 169 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $11,000 | -8.3% | 169 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $12,000 | -14.3% | 169 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $14,000 | -70.2% | 169 | -72.6% | 0.01% | -73.9% |
| Q3 2021 | $47,000 | 0.0% | 616 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $47,000 | +4.4% | 616 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $45,000 | +9.8% | 616 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $41,000 | +7.9% | 616 | 0.0% | 0.02% | -4.0% |
| Q3 2020 | $38,000 | +2.7% | 616 | 0.0% | 0.02% | -7.4% |
| Q2 2020 | $37,000 | +15.6% | 616 | 0.0% | 0.03% | -3.6% |
| Q1 2020 | $32,000 | -25.6% | 616 | 0.0% | 0.03% | -9.7% |
| Q4 2019 | $43,000 | – | 616 | – | 0.03% | – |
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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% |