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 2021 | $82,000 | -2.4% | 1,085 | -2.2% | 0.05% | 0.0% |
| Q2 2021 | $84,000 | -11.6% | 1,109 | -15.3% | 0.05% | -19.0% |
| Q1 2021 | $95,000 | +5.6% | 1,309 | -4.4% | 0.06% | -3.1% |
| Q4 2020 | $90,000 | 0.0% | 1,369 | -6.8% | 0.06% | -9.7% |
| Q3 2020 | $90,000 | -6.2% | 1,469 | -6.4% | 0.07% | -4.0% |
| Q2 2020 | $96,000 | -43.9% | 1,569 | -53.2% | 0.08% | -55.6% |
| Q1 2020 | $171,000 | -71.6% | 3,350 | -60.7% | 0.17% | -65.4% |
| Q4 2019 | $602,000 | +4.7% | 8,526 | -0.2% | 0.49% | -20.8% |
| Q3 2019 | $575,000 | – | 8,541 | – | 0.62% | – |
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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% |