WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.07 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,996 | +16.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $7,000 | -12.5% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | -33.3% | 100 | -39.8% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +9.1% | 166 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +10.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -28.6% | 166 | -37.6% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -26.3% | 266 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $19,000 | +5.6% | 266 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | +38.5% | 266 | +33.0% | 0.00% | +100.0% |
| Q2 2019 | $13,000 | -74.0% | 200 | -74.7% | 0.00% | -85.7% |
| Q1 2018 | $50,000 | – | 790 | – | 0.01% | – |
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% |