WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 172 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $892,270 | +311.2% | 12,754 | +263.2% | 0.03% | +106.7% |
| Q3 2020 | $217,000 | -16.9% | 3,512 | -10.8% | 0.02% | -25.0% |
| Q2 2019 | $261,000 | +3.6% | 3,938 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $252,000 | -50.6% | 3,938 | -51.6% | 0.02% | -63.0% |
| Q1 2018 | $510,000 | -98.2% | 8,136 | -98.2% | 0.05% | -98.8% |
| Q4 2017 | $28,377,000 | +4.1% | 445,416 | +5.7% | 4.60% | -1.1% |
| Q3 2017 | $27,255,000 | +8.1% | 421,251 | +4.2% | 4.66% | -0.4% |
| Q2 2017 | $25,206,000 | -1.6% | 404,392 | -0.9% | 4.68% | -2.0% |
| Q1 2017 | $25,621,000 | +169.3% | 407,917 | +146.1% | 4.77% | +116.8% |
| Q4 2016 | $9,515,000 | +11.9% | 165,769 | +4.8% | 2.20% | +3.7% |
| Q3 2016 | $8,500,000 | +52.5% | 158,160 | +47.1% | 2.12% | +17.2% |
| Q2 2016 | $5,575,000 | +24.2% | 107,492 | +24.3% | 1.81% | +12.6% |
| Q1 2016 | $4,489,000 | -61.2% | 86,453 | -59.8% | 1.61% | -61.3% |
| Q4 2015 | $11,567,000 | -1.8% | 214,960 | -0.3% | 4.15% | +5.5% |
| Q3 2015 | $11,783,000 | – | 215,607 | – | 3.94% | – |
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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% |