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 | $6,636 | -3.5% | 168 | +100.0% | 0.00% | 0.0% |
Q2 2023 | $6,877 | -0.4% | 84 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $6,906 | +17.5% | 84 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $5,877 | +17.5% | 84 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $5,000 | -16.7% | 84 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $6,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $6,000 | -14.3% | 84 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $7,000 | +16.7% | 84 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $6,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $6,000 | -33.3% | 84 | -29.4% | 0.00% | 0.0% |
Q1 2021 | $9,000 | +12.5% | 119 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $8,000 | +14.3% | 119 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $7,000 | -36.4% | 119 | -37.0% | 0.00% | -50.0% |
Q2 2020 | $11,000 | +10.0% | 189 | 0.0% | 0.00% | -33.3% |
Q1 2020 | $10,000 | -33.3% | 189 | -13.7% | 0.00% | 0.0% |
Q4 2019 | $15,000 | – | 219 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VALLEY FINANCIAL MANAGEMENT, INC. | 133,429 | $10,923,832 | 5.65% |
Permanens Capital L.P. | 228,063 | $18,671,518 | 4.30% |
New Legacy Group, LLC | 20,000 | $1,637,400 | 4.14% |
Hall Kathryn A. | 100,910 | $8,261,502 | 2.69% |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 41,509 | $3,398,375 | 2.34% |
Sharper & Granite LLC | 44,145 | $3,614,158 | 2.08% |
Private Portfolio Partners LLC | 86,959 | $7,119,373 | 1.83% |
CONDOR CAPITAL MANAGEMENT | 79,812 | $6,534,229 | 0.78% |
DHK Financial Advisors, Inc. | 9,950 | $814,574 | 0.69% |
FLAGSTAR ADVISORS INC | 14,407 | $1,179,528 | 0.44% |