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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $39,921 | -5.1% | 642 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $42,050 | -10.7% | 642 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $47,075 | -46.1% | 640 | -41.3% | 0.00% | -33.3% |
| Q4 2021 | $87,342 | +5.4% | 1,090 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $82,840 | +17.6% | 1,089 | +17.9% | 0.00% | 0.0% |
| Q2 2021 | $70,455 | +10.9% | 924 | +5.8% | 0.00% | 0.0% |
| Q1 2021 | $63,515 | +9.8% | 873 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $57,870 | -21.7% | 873 | -27.1% | 0.00% | -25.0% |
| Q3 2020 | $73,939 | -6.1% | 1,197 | -7.7% | 0.00% | -20.0% |
| Q2 2020 | $78,713 | -33.0% | 1,297 | -43.5% | 0.01% | -50.0% |
| Q1 2020 | $117,530 | -63.2% | 2,294 | -49.2% | 0.01% | -56.5% |
| Q4 2019 | $319,035 | -78.0% | 4,520 | -79.0% | 0.02% | -80.7% |
| Q3 2019 | $1,448,646 | +370.4% | 21,528 | +362.6% | 0.12% | +357.7% |
| Q2 2019 | $307,960 | +3.5% | 4,654 | 0.0% | 0.03% | -7.1% |
| Q1 2019 | $297,442 | +13.2% | 4,654 | 0.0% | 0.03% | -12.5% |
| Q4 2018 | $262,676 | -2.2% | 4,654 | +9.6% | 0.03% | +3.2% |
| Q3 2018 | $268,500 | +22.5% | 4,247 | +22.4% | 0.03% | +3.3% |
| Q2 2018 | $219,164 | -3.7% | 3,471 | -4.3% | 0.03% | -11.8% |
| Q1 2018 | $227,522 | -4.2% | 3,628 | -2.7% | 0.03% | -10.5% |
| Q4 2017 | $237,422 | – | 3,727 | – | 0.04% | – |
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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% |