Wealthstreet Investment Advisors, LLC - WISDOMTREE TR ownership

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
Wealthstreet Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$317,000
-10.7%
4,355
-18.7%
0.03%
-13.9%
Q4 2020$355,000
-28.6%
5,355
-33.4%
0.04%
-35.7%
Q3 2020$497,000
-31.4%
8,041
-32.6%
0.06%
-37.1%
Q2 2020$724,000
-23.9%
11,932
-35.8%
0.09%
-36.9%
Q1 2020$952,000
-58.0%
18,581
-42.1%
0.14%
-46.6%
Q4 2019$2,265,000
+3.6%
32,090
+0.3%
0.26%
-5.4%
Q3 2019$2,187,000
+3.0%
31,990
-0.3%
0.28%
+1.5%
Q2 2019$2,123,000
+3.5%
32,0900.0%0.28%
+1.9%
Q1 2019$2,051,000
+5.6%
32,090
-1.2%
0.27%
-1.1%
Q4 2018$1,943,000
-26.2%
32,490
-22.0%
0.27%
-16.0%
Q3 2018$2,632,000
-1.8%
41,640
-1.9%
0.32%
-8.2%
Q2 2018$2,680,000
-1.5%
42,440
-2.2%
0.35%
+3.8%
Q1 2018$2,721,000
+5.5%
43,390
+7.2%
0.34%
+9.3%
Q4 2017$2,580,00040,4900.31%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders