Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 169 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,590,190
-1.8%
40,258
+103.6%
0.00%0.0%
Q2 2023$1,618,532
-0.2%
19,770
+0.2%
0.00%0.0%
Q1 2023$1,622,581
+17.5%
19,7370.0%0.00%0.0%
Q4 2022$1,380,802
+12.5%
19,737
+0.0%
0.00%0.0%
Q3 2022$1,227,000
-5.1%
19,734
+0.0%
0.00%0.0%
Q2 2022$1,293,000
-10.6%
19,731
+0.4%
0.00%0.0%
Q1 2022$1,447,000
-4.4%
19,661
+4.2%
0.00%0.0%
Q4 2021$1,513,000
+17.2%
18,875
+11.2%
0.00%0.0%
Q3 2021$1,291,000
-7.5%
16,972
-7.2%
0.00%0.0%
Q2 2021$1,395,000
-0.9%
18,296
-5.4%
0.00%
-33.3%
Q1 2021$1,407,000
+12.3%
19,342
+2.4%
0.00%0.0%
Q4 2020$1,253,000
+19.7%
18,896
+11.5%
0.00%0.0%
Q3 2020$1,047,000
+194.9%
16,949
+236.8%
0.00%
+200.0%
Q4 2019$355,000
-7.1%
5,032
-11.3%
0.00%0.0%
Q3 2019$382,000
-4.7%
5,676
-6.2%
0.00%0.0%
Q2 2019$401,000
+18.3%
6,053
+14.2%
0.00%0.0%
Q1 2019$339,000
-10.3%
5,299
-20.8%
0.00%
-50.0%
Q4 2018$378,000
-4.1%
6,689
+7.5%
0.00%
+100.0%
Q3 2018$394,000
-8.6%
6,225
-8.9%
0.00%
-50.0%
Q2 2018$431,000
+33.9%
6,830
+32.9%
0.00%
+100.0%
Q1 2018$322,000
-20.7%
5,139
-19.3%
0.00%
-50.0%
Q4 2017$406,000
-63.7%
6,365
-63.2%
0.00%
-60.0%
Q3 2017$1,119,000
+131.2%
17,291
+122.8%
0.01%
+150.0%
Q2 2017$484,000
+173.4%
7,762
+175.3%
0.00%
+100.0%
Q1 2017$177,000
+43.9%
2,819
+31.1%
0.00%0.0%
Q4 2016$123,000
-86.7%
2,150
-87.5%
0.00%
-83.3%
Q3 2016$922,000
+448.8%
17,152
+414.8%
0.01%
+500.0%
Q2 2016$168,000
-42.3%
3,332
-40.6%
0.00%
-50.0%
Q1 2016$291,000
-46.6%
5,606
-44.6%
0.00%
-50.0%
Q4 2015$545,000
+13.8%
10,122
+15.4%
0.00%0.0%
Q3 2015$479,000
-88.9%
8,772
-87.5%
0.00%
-89.7%
Q2 2015$4,318,000
+274.5%
70,103
+302.0%
0.04%
+254.5%
Q1 2015$1,153,000
-80.2%
17,437
-83.3%
0.01%
-81.7%
Q4 2014$5,809,000
+89.1%
104,433
+96.4%
0.06%
+66.7%
Q3 2014$3,072,000
+30620.0%
53,169
+31360.9%
0.04%
Q2 2014$10,0001690.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders