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 | ||||
---|---|---|---|---|---|---|
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% | 32,090 | 0.0% | 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 | $2,580,000 | – | 40,490 | – | 0.31% | – |
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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% |