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 | $442,084 | -3.5% | 11,192 | +100.0% | 0.04% | -8.7% |
| Q2 2023 | $458,145 | -0.4% | 5,596 | 0.0% | 0.05% | -8.0% |
| Q1 2023 | $460,047 | +18.0% | 5,596 | +0.4% | 0.05% | +6.4% |
| Q4 2022 | $389,817 | +12.3% | 5,572 | 0.0% | 0.05% | +4.4% |
| Q3 2022 | $347,000 | -15.2% | 5,572 | -10.7% | 0.04% | -13.5% |
| Q2 2022 | $409,000 | +15.5% | 6,240 | +29.7% | 0.05% | +48.6% |
| Q1 2022 | $354,000 | -33.8% | 4,812 | -27.9% | 0.04% | -37.5% |
| Q4 2021 | $535,000 | +36.8% | 6,670 | +29.6% | 0.06% | +16.7% |
| Q3 2021 | $391,000 | +50.4% | 5,147 | +51.0% | 0.05% | +37.1% |
| Q2 2021 | $260,000 | +1.2% | 3,408 | -3.3% | 0.04% | -10.3% |
| Q1 2021 | $257,000 | +13.7% | 3,526 | +3.5% | 0.04% | 0.0% |
| Q4 2020 | $226,000 | +4.1% | 3,408 | -2.9% | 0.04% | -7.1% |
| Q3 2020 | $217,000 | +1.9% | 3,509 | 0.0% | 0.04% | -14.3% |
| Q2 2020 | $213,000 | – | 3,509 | – | 0.05% | – |
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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% |