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 | $316,790 | -3.5% | 8,020 | +100.0% | 0.39% | +10.8% |
| Q2 2023 | $328,299 | -0.4% | 4,010 | 0.0% | 0.35% | +0.9% |
| Q1 2023 | $329,662 | +17.5% | 4,010 | 0.0% | 0.35% | +29.4% |
| Q4 2022 | $280,540 | +12.7% | 4,010 | 0.0% | 0.27% | -14.6% |
| Q3 2022 | $249,000 | -5.3% | 4,010 | 0.0% | 0.32% | -4.3% |
| Q2 2022 | $263,000 | -10.8% | 4,010 | 0.0% | 0.33% | +23.2% |
| Q1 2022 | $295,000 | -8.1% | 4,010 | 0.0% | 0.27% | -1.8% |
| Q4 2021 | $321,000 | +5.2% | 4,010 | 0.0% | 0.27% | +1.1% |
| Q3 2021 | $305,000 | -0.3% | 4,010 | 0.0% | 0.27% | +39.4% |
| Q2 2021 | $306,000 | -11.0% | 4,010 | -15.3% | 0.19% | -8.1% |
| Q1 2021 | $344,000 | +9.6% | 4,734 | 0.0% | 0.21% | +33.8% |
| Q4 2020 | $314,000 | +7.5% | 4,734 | 0.0% | 0.16% | -20.7% |
| Q3 2020 | $292,000 | -0.3% | 4,734 | -1.7% | 0.20% | +15.8% |
| Q2 2020 | $293,000 | +18.6% | 4,818 | 0.0% | 0.17% | +6.9% |
| Q1 2020 | $247,000 | – | 4,818 | – | 0.16% | – |
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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% |