WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 195 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $409 | -99.9% | 9,053 | +2.3% | 0.03% | +17.2% |
| Q4 2023 | $379,051 | -2.9% | 8,846 | -10.5% | 0.03% | -57.4% |
| Q3 2023 | $390,537 | +107190.4% | 9,887 | +122.6% | 0.07% | +112.5% |
| Q2 2023 | $364 | +0.3% | 4,442 | +0.6% | 0.03% | +6.7% |
| Q1 2023 | $363 | -100.0% | 4,417 | 0.0% | 0.03% | +11.1% |
| Q4 2022 | $309,021,860 | +112271.6% | 4,417 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $275,000 | -7.7% | 4,417 | +9.2% | 0.03% | +8.0% |
| Q1 2022 | $298,000 | -9.1% | 4,045 | -1.1% | 0.02% | -10.7% |
| Q4 2021 | $328,000 | – | 4,091 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 225,461 | $10,193,092 | 7.76% |
| Private Portfolio Partners LLC | 186,138 | $8,415,318 | 6.85% |
| Permanens Capital L.P. | 958,465 | $43,332,203 | 4.42% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 130,253 | $5,888,721 | 2.77% |
| Sharper & Granite LLC | 114,322 | $5,168,502 | 2.46% |
| Hall Kathryn A. | 163,870 | $7,408,563 | 1.71% |
| CONDOR CAPITAL MANAGEMENT | 162,851 | $7,362,533 | 0.70% |
| Sage Capital Management, LLC | 27,759 | $1,254,900 | 0.66% |
| Cooksen Wealth, LLC | 11,517 | $520,684 | 0.52% |
| VALLEY WEALTH MANAGERS, INC. | 137,536 | $6,218,014 | 0.50% |