WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 190 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564,262 | -2.4% | 14,285 | +102.3% | 0.01% | -14.3% |
| Q2 2023 | $578,049 | +3.6% | 7,061 | +4.1% | 0.01% | 0.0% |
| Q1 2023 | $557,736 | +16.4% | 6,784 | -1.0% | 0.01% | +16.7% |
| Q4 2022 | $479,246 | +12.8% | 6,850 | +0.2% | 0.01% | -14.3% |
| Q3 2022 | $425,000 | -12.6% | 6,839 | -7.8% | 0.01% | 0.0% |
| Q2 2022 | $486,000 | -19.0% | 7,416 | -9.0% | 0.01% | -12.5% |
| Q1 2022 | $600,000 | -7.7% | 8,149 | +0.4% | 0.01% | -20.0% |
| Q4 2021 | $650,000 | +5.9% | 8,113 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $614,000 | -8.2% | 8,092 | -7.8% | 0.01% | -16.7% |
| Q2 2021 | $669,000 | +5.9% | 8,774 | +0.7% | 0.01% | -14.3% |
| Q1 2021 | $632,000 | +6.2% | 8,717 | -2.8% | 0.01% | 0.0% |
| Q4 2020 | $595,000 | -25.4% | 8,970 | -30.7% | 0.01% | +7.7% |
| Q3 2020 | $798,000 | +40.0% | 12,944 | +38.5% | 0.01% | -18.8% |
| Q2 2020 | $570,000 | +16.1% | 9,345 | -3.1% | 0.02% | +6.7% |
| Q1 2020 | $491,000 | -34.4% | 9,641 | -9.3% | 0.02% | -11.8% |
| Q4 2019 | $749,000 | +8.2% | 10,632 | +3.1% | 0.02% | -39.3% |
| Q3 2019 | $692,000 | +1.5% | 10,308 | +0.1% | 0.03% | -6.7% |
| Q2 2019 | $682,000 | +4.4% | 10,301 | +0.8% | 0.03% | -14.3% |
| Q1 2019 | $653,000 | +10.9% | 10,218 | -2.2% | 0.04% | -64.6% |
| Q4 2018 | $589,000 | – | 10,445 | – | 0.10% | – |
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% |