WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 204 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,249,000 | -0.2% | 16,415 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $1,252,000 | +4.9% | 16,415 | 0.0% | 0.04% | -2.5% |
| Q1 2021 | $1,194,000 | +9.7% | 16,415 | 0.0% | 0.04% | +5.3% |
| Q4 2020 | $1,088,000 | +8.0% | 16,415 | 0.0% | 0.04% | -15.6% |
| Q3 2020 | $1,007,000 | -3.5% | 16,415 | 0.0% | 0.04% | -10.0% |
| Q2 2020 | $1,043,000 | -1.8% | 16,415 | -15.7% | 0.05% | -27.5% |
| Q1 2020 | $1,062,000 | -7.0% | 19,467 | +18.6% | 0.07% | +27.8% |
| Q4 2019 | $1,142,000 | +2.7% | 16,415 | 0.0% | 0.05% | -5.3% |
| Q3 2019 | $1,112,000 | -8.0% | 16,415 | -10.1% | 0.06% | -12.3% |
| Q2 2019 | $1,209,000 | +5.2% | 18,267 | -10.3% | 0.06% | -22.6% |
| Q4 2018 | $1,149,000 | -5.5% | 20,365 | 0.0% | 0.08% | +20.0% |
| Q3 2018 | $1,216,000 | -5.4% | 20,365 | 0.0% | 0.07% | -13.6% |
| Q2 2018 | $1,286,000 | – | 20,365 | – | 0.08% | – |
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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% |