Permanens Capital L.P. - WISDOMTREE TR ownership

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
Permanens Capital L.P. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$31,442,553
+68.4%
796,014
+249.0%
5.38%
+25.1%
Q2 2023$18,671,518
+16.3%
228,063
+16.8%
4.30%
+23.5%
Q1 2023$16,047,885
+112.5%
195,206
+80.8%
3.48%
+90.2%
Q4 2022$7,552,742
-11.3%
107,958
-21.1%
1.83%
-4.6%
Q3 2022$8,511,000
-73.5%
136,838
-72.0%
1.92%
-70.3%
Q2 2022$32,077,000
-21.6%
489,429
-12.0%
6.45%
+1.8%
Q1 2022$40,913,000
-44.3%
555,957
-39.3%
6.34%
-45.2%
Q4 2021$73,403,000
+10.2%
915,701
+4.5%
11.56%
-4.3%
Q3 2021$66,620,000
+8.4%
875,882
+8.7%
12.08%
+9.4%
Q2 2021$61,447,000
+67.8%
805,867
+60.2%
11.04%
+46.8%
Q1 2021$36,612,000
+35.7%
503,187
+23.7%
7.52%
+32.5%
Q4 2020$26,971,000
+93.4%
406,807
+80.1%
5.68%
+17.9%
Q3 2020$13,945,000
+10.0%
225,823
+8.1%
4.82%
+0.6%
Q2 2020$12,678,000
-36.7%
208,835
-46.5%
4.79%
-24.2%
Q1 2020$20,014,000
-23.3%
390,599
+5.7%
6.32%
-3.6%
Q4 2019$26,093,000
+18.6%
369,645
+13.0%
6.55%
+6.4%
Q3 2019$22,007,000
+1.3%
327,043
-0.3%
6.16%
-0.2%
Q2 2019$21,714,000
+2.3%
328,154
-1.2%
6.17%
-1.8%
Q1 2019$21,232,000
+74.6%
332,216
+54.2%
6.28%
+37.3%
Q4 2018$12,159,000
-63.9%
215,425
-59.5%
4.58%
-60.0%
Q3 2018$33,642,000
+99.2%
532,135
+98.9%
11.44%
+78.6%
Q2 2018$16,892,000
-41.0%
267,530
-41.4%
6.40%
-43.8%
Q1 2018$28,618,000
+19.4%
456,287
+21.3%
11.39%
+28.2%
Q4 2017$23,972,000
+3.0%
376,262
+4.6%
8.88%
+6.0%
Q3 2017$23,276,000
+0.9%
359,747
-2.8%
8.38%
+0.8%
Q2 2017$23,070,000
+35.7%
370,134
+36.7%
8.31%
+31.0%
Q1 2017$17,007,000
+27.4%
270,771
+16.5%
6.34%
+12.6%
Q4 2016$13,345,000
+58.2%
232,490
+48.2%
5.63%
+37.1%
Q3 2016$8,433,000
-62.4%
156,924
-64.7%
4.11%
-69.9%
Q2 2016$22,445,000
+38.4%
444,187
+42.2%
13.67%
+62.9%
Q1 2016$16,215,000
-7.4%
312,311
-4.0%
8.39%
+13.8%
Q4 2015$17,510,000
+20.1%
325,398
+22.0%
7.37%
-17.6%
Q3 2015$14,578,000
-54.1%
266,751
-48.3%
8.95%
-67.8%
Q2 2015$31,794,000
+25.2%
516,220
+34.4%
27.81%
+11.1%
Q1 2015$25,399,000
+236.5%
384,015
+182.9%
25.03%
+221.9%
Q4 2014$7,549,000135,7247.78%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders