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 | $6,992,270 | -1.8% | 177,020 | +103.6% | 1.81% | -0.8% |
| Q2 2023 | $7,119,373 | +1.4% | 86,959 | +1.9% | 1.83% | -3.9% |
| Q1 2023 | $7,018,564 | +7.5% | 85,374 | -8.6% | 1.90% | +10.5% |
| Q4 2022 | $6,531,158 | +16.2% | 93,356 | +3.3% | 1.72% | +7.4% |
| Q3 2022 | $5,622,574 | -3.7% | 90,395 | +1.5% | 1.60% | -1.5% |
| Q2 2022 | $5,837,861 | -5.2% | 89,073 | +6.4% | 1.63% | +7.0% |
| Q1 2022 | $6,160,510 | -5.4% | 83,713 | +3.1% | 1.52% | -8.9% |
| Q4 2021 | $6,509,008 | +8.1% | 81,200 | +2.5% | 1.67% | -3.0% |
| Q3 2021 | $6,023,613 | +2.1% | 79,195 | +2.4% | 1.72% | +0.5% |
| Q2 2021 | $5,899,186 | +13.1% | 77,366 | +8.0% | 1.71% | +1.2% |
| Q1 2021 | $5,214,443 | +17.3% | 71,666 | +6.9% | 1.69% | +7.6% |
| Q4 2020 | $4,444,674 | +9.1% | 67,038 | +1.6% | 1.57% | -4.9% |
| Q3 2020 | $4,075,713 | +8.9% | 66,003 | +7.0% | 1.65% | -4.5% |
| Q2 2020 | $3,744,000 | +27.0% | 61,662 | +7.2% | 1.73% | +10.3% |
| Q1 2020 | $2,947,000 | -27.6% | 57,519 | -0.2% | 1.57% | -11.2% |
| Q4 2019 | $4,068,000 | +7.6% | 57,634 | +2.6% | 1.76% | -0.7% |
| Q3 2019 | $3,779,000 | +8.8% | 56,165 | +7.0% | 1.78% | +19.3% |
| Q2 2019 | $3,473,000 | +11.7% | 52,486 | +7.8% | 1.49% | -9.3% |
| Q1 2019 | $3,110,000 | +13.2% | 48,666 | -0.0% | 1.64% | -3.1% |
| Q4 2018 | $2,747,000 | – | 48,675 | – | 1.69% | – |
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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% |