WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 259 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $208,000 | -17.8% | 3,555 | -14.7% | 0.08% | -23.3% |
| Q2 2020 | $253,000 | +10.0% | 4,170 | +0.1% | 0.10% | +2.0% |
| Q1 2020 | $230,000 | -26.5% | 4,164 | -6.1% | 0.10% | -12.2% |
| Q4 2019 | $313,000 | +42.3% | 4,435 | +35.7% | 0.12% | -33.1% |
| Q3 2019 | $220,000 | +1.9% | 3,269 | +0.0% | 0.17% | -1.1% |
| Q2 2019 | $216,000 | -5.3% | 3,268 | -8.5% | 0.17% | -10.3% |
| Q1 2019 | $228,000 | +12.9% | 3,572 | 0.0% | 0.19% | -0.5% |
| Q4 2018 | $202,000 | – | 3,572 | – | 0.20% | – |
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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% |