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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,397 | -3.5% | 86 | +100.0% | 0.00% | – |
| Q2 2023 | $3,520 | -0.4% | 43 | 0.0% | 0.00% | – |
| Q1 2023 | $3,535 | +17.5% | 43 | 0.0% | 0.00% | – |
| Q4 2022 | $3,008 | +0.3% | 43 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 43 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 43 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | +50.0% | 43 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 43 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | -96.8% | 43 | -97.5% | 0.00% | -100.0% |
| Q3 2016 | $93,000 | -78.4% | 1,723 | -79.8% | 0.01% | -77.8% |
| Q2 2016 | $431,000 | -41.1% | 8,525 | -39.5% | 0.06% | -49.6% |
| Q1 2016 | $732,000 | +21.4% | 14,101 | +25.8% | 0.12% | +6.8% |
| Q4 2015 | $603,000 | -39.7% | 11,206 | -38.8% | 0.12% | -48.7% |
| Q3 2015 | $1,000,000 | -1.0% | 18,303 | +11.6% | 0.23% | +4.1% |
| Q2 2015 | $1,010,000 | -10.0% | 16,403 | -3.3% | 0.22% | -19.5% |
| Q1 2015 | $1,122,000 | -0.3% | 16,963 | -16.1% | 0.27% | -2.9% |
| Q4 2014 | $1,125,000 | +1579.1% | 20,226 | +1674.2% | 0.28% | +1117.4% |
| Q2 2014 | $67,000 | – | 1,140 | – | 0.02% | – |
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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% |