WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 178 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,580 | +81.0% | 12,014 | +275.2% | 0.02% | +80.0% |
| Q2 2023 | $262,191 | -0.1% | 3,202 | +0.3% | 0.01% | -9.1% |
| Q1 2023 | $262,368 | +524.7% | 3,191 | +462.8% | 0.01% | +450.0% |
| Q1 2022 | $42,000 | -39.1% | 567 | -49.5% | 0.00% | -92.3% |
| Q3 2020 | $69,000 | -68.5% | 1,122 | -68.1% | 0.03% | -25.7% |
| Q2 2017 | $219,000 | -17.4% | 3,516 | -28.7% | 0.04% | -39.7% |
| Q4 2015 | $265,000 | -62.0% | 4,933 | -61.4% | 0.06% | -67.2% |
| Q3 2015 | $698,000 | -14.9% | 12,780 | -4.1% | 0.18% | -9.2% |
| Q2 2015 | $820,000 | +0.2% | 13,321 | +7.7% | 0.20% | +7.1% |
| Q1 2015 | $818,000 | – | 12,370 | – | 0.18% | – |
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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% |