WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 190 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,202 | -37.9% | 19,676 | +28.7% | 0.00% | -20.0% |
| Q2 2023 | $1,252,163 | +25.3% | 15,290 | +25.7% | 0.01% | +150.0% |
| Q1 2023 | $999,674 | +16.3% | 12,160 | -1.0% | 0.00% | -66.7% |
| Q4 2022 | $859,574 | +301.7% | 12,284 | +256.7% | 0.01% | +100.0% |
| Q3 2022 | $214,000 | -15.1% | 3,444 | -10.4% | 0.00% | 0.0% |
| Q2 2022 | $252,000 | -11.0% | 3,845 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $283,000 | -8.1% | 3,845 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $308,000 | -11.7% | 3,845 | -16.1% | 0.01% | -37.5% |
| Q3 2021 | $349,000 | 0.0% | 4,584 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $349,000 | +1.5% | 4,584 | -3.1% | 0.01% | 0.0% |
| Q1 2021 | $344,000 | -24.6% | 4,730 | -31.2% | 0.01% | -46.7% |
| Q4 2020 | $456,000 | -23.9% | 6,880 | -29.1% | 0.02% | -40.0% |
| Q3 2020 | $599,000 | -24.2% | 9,706 | -25.4% | 0.02% | -43.2% |
| Q2 2020 | $790,000 | -18.2% | 13,004 | -31.1% | 0.04% | -27.9% |
| Q1 2020 | $966,000 | -57.0% | 18,862 | -40.8% | 0.06% | -47.0% |
| Q4 2019 | $2,247,000 | +14.5% | 31,842 | +9.2% | 0.12% | 0.0% |
| Q3 2019 | $1,962,000 | -45.4% | 29,162 | -46.3% | 0.12% | -49.1% |
| Q2 2019 | $3,592,000 | +1678.2% | 54,274 | +1598.2% | 0.23% | +1406.7% |
| Q2 2018 | $202,000 | -3.3% | 3,196 | -2.7% | 0.02% | +7.1% |
| Q4 2017 | $209,000 | – | 3,286 | – | 0.01% | – |
Download | ||||||
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% |