WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 194 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,241,880 | -3.5% | 31,440 | +100.0% | 0.08% | -7.7% |
| Q2 2023 | $1,286,996 | -0.4% | 15,720 | 0.0% | 0.09% | -8.1% |
| Q1 2023 | $1,292,341 | +17.7% | 15,720 | +0.2% | 0.10% | -7.5% |
| Q4 2022 | $1,097,812 | +154.7% | 15,692 | +125.9% | 0.11% | +137.8% |
| Q3 2022 | $431,000 | +94.1% | 6,945 | +104.6% | 0.04% | +114.3% |
| Q2 2022 | $222,000 | -95.3% | 3,395 | -95.6% | 0.02% | -98.2% |
| Q3 2020 | $4,768,000 | – | 77,220 | – | 1.17% | – |
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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% |