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 2023 | $39,184 | -3.5% | 992 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $40,608 | -0.4% | 496 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $40,776 | +17.5% | 496 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $34,700 | +11.9% | 496 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | -6.1% | 496 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | -10.8% | 496 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $37,000 | -7.5% | 496 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $40,000 | +5.3% | 496 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $38,000 | +31.0% | 496 | +12.7% | 0.00% | -50.0% |
| Q2 2019 | $29,000 | +3.6% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $28,000 | +12.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $25,000 | -10.7% | 440 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $28,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $28,000 | 0.0% | 440 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $28,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $28,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $28,000 | -3.4% | 440 | -22.5% | 0.00% | -25.0% |
| Q2 2016 | $29,000 | – | 568 | – | 0.00% | – |
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% |