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 2023 | $3,046,833 | +56.4% | 77,135 | +224.1% | 0.01% | +66.7% |
| Q2 2023 | $1,948,494 | -71.6% | 23,800 | -71.5% | 0.00% | -75.0% |
| Q1 2023 | $6,854,494 | +21.9% | 83,378 | +3.8% | 0.01% | +20.0% |
| Q4 2022 | $5,622,046 | +11.9% | 80,361 | -0.5% | 0.01% | 0.0% |
| Q3 2022 | $5,022,000 | -3.6% | 80,740 | +1.6% | 0.01% | 0.0% |
| Q2 2022 | $5,207,000 | -8.1% | 79,447 | +3.2% | 0.01% | +11.1% |
| Q1 2022 | $5,664,000 | +2636.2% | 76,971 | +2358.4% | 0.01% | – |
| Q4 2020 | $207,000 | -4.2% | 3,131 | -10.5% | 0.00% | – |
| Q3 2020 | $216,000 | -10.0% | 3,498 | -11.6% | 0.00% | -100.0% |
| Q2 2020 | $240,000 | -85.1% | 3,955 | -87.5% | 0.00% | -75.0% |
| Q1 2020 | $1,616,000 | -35.8% | 31,534 | -11.6% | 0.00% | -20.0% |
| Q4 2019 | $2,518,000 | – | 35,665 | – | 0.01% | – |
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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% |