WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 284 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 8.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $435,958 | +7.7% | 5,325 | +8.1% | 0.08% | +1.3% |
| Q1 2023 | $404,884 | +29.0% | 4,925 | +10.0% | 0.08% | +16.9% |
| Q4 2022 | $313,957 | -0.3% | 4,479 | -11.7% | 0.06% | -9.7% |
| Q3 2022 | $315,000 | -94.3% | 5,071 | -94.0% | 0.07% | -93.8% |
| Q2 2022 | $5,499,000 | +5.4% | 83,910 | +18.3% | 1.16% | +23.6% |
| Q1 2022 | $5,219,000 | +111.0% | 70,920 | +129.9% | 0.94% | +115.9% |
| Q4 2021 | $2,473,000 | +5.8% | 30,853 | +0.4% | 0.43% | -23.6% |
| Q3 2021 | $2,338,000 | +1.2% | 30,734 | +2.0% | 0.57% | -3.4% |
| Q2 2021 | $2,311,000 | +0.5% | 30,141 | -4.6% | 0.59% | -7.5% |
| Q1 2021 | $2,300,000 | +20.5% | 31,609 | +9.8% | 0.64% | +15.4% |
| Q4 2020 | $1,909,000 | +15.8% | 28,788 | +7.9% | 0.55% | -0.5% |
| Q3 2020 | $1,648,000 | +4.1% | 26,686 | +2.3% | 0.55% | -5.6% |
| Q2 2020 | $1,583,000 | -3.1% | 26,089 | -18.2% | 0.59% | -21.1% |
| Q1 2020 | $1,634,000 | +12.6% | 31,884 | +55.1% | 0.74% | +33.8% |
| Q4 2019 | $1,451,000 | +7.6% | 20,554 | +2.5% | 0.56% | -9.4% |
| Q3 2019 | $1,349,000 | +4.2% | 20,043 | +2.4% | 0.61% | -19.5% |
| Q2 2019 | $1,295,000 | +1.4% | 19,578 | -2.0% | 0.76% | -13.1% |
| Q1 2019 | $1,277,000 | – | 19,985 | – | 0.88% | – |
Download | ||||||
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% |