WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 204 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $35,345 | +8.5% | 825 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $32,582 | -3.6% | 825 | +100.2% | 0.01% | 0.0% |
| Q2 2023 | $33,800 | -0.4% | 412 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $33,941 | +17.5% | 412 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $28,883 | +15.5% | 412 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $25,000 | -7.4% | 412 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $27,000 | -10.0% | 412 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $30,000 | -9.1% | 412 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $33,000 | +6.5% | 412 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $31,000 | 0.0% | 412 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $31,000 | +3.3% | 412 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $30,000 | +11.1% | 412 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $27,000 | +8.0% | 412 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | 0.0% | 412 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $25,000 | -76.9% | 412 | -80.5% | 0.01% | -78.1% |
| Q1 2020 | $108,000 | -27.0% | 2,108 | +0.0% | 0.03% | -3.0% |
| Q4 2019 | $148,000 | +5.0% | 2,107 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $141,000 | +1.4% | 2,107 | +0.0% | 0.03% | +6.5% |
| Q2 2019 | $139,000 | -0.7% | 2,106 | +0.3% | 0.03% | -3.1% |
| Q1 2019 | $140,000 | +18.6% | 2,100 | 0.0% | 0.03% | +3.2% |
| Q4 2018 | $118,000 | -10.6% | 2,100 | 0.0% | 0.03% | +6.9% |
| Q3 2018 | $132,000 | 0.0% | 2,100 | 0.0% | 0.03% | -3.3% |
| Q2 2018 | $132,000 | +0.8% | 2,100 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $131,000 | -1.5% | 2,100 | 0.0% | 0.03% | -3.2% |
| Q4 2017 | $133,000 | -1.5% | 2,100 | 0.0% | 0.03% | -6.1% |
| Q3 2017 | $135,000 | -64.4% | 2,100 | -66.1% | 0.03% | -64.9% |
| Q2 2017 | $379,000 | -59.3% | 6,200 | -58.2% | 0.09% | -59.8% |
| Q1 2017 | $932,000 | +12.6% | 14,840 | +2.8% | 0.23% | +4.5% |
| Q4 2016 | $828,000 | +42.8% | 14,440 | +33.7% | 0.22% | +36.6% |
| Q3 2016 | $580,000 | -1.4% | 10,800 | -7.2% | 0.16% | -4.7% |
| Q2 2016 | $588,000 | – | 11,640 | – | 0.17% | – |
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% |