WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.07 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $230,957 | -3.5% | 5,847 | +100.0% | 0.21% | -5.9% |
Q2 2023 | $239,347 | -0.3% | 2,924 | +0.1% | 0.22% | -22.5% |
Q1 2023 | $240,135 | +17.4% | 2,921 | -0.1% | 0.28% | +56.6% |
Q4 2022 | $204,610 | -4.8% | 2,925 | 0.0% | 0.18% | +27.3% |
Q1 2022 | $215,000 | -8.1% | 2,925 | 0.0% | 0.14% | +2.1% |
Q4 2021 | $234,000 | +5.4% | 2,925 | 0.0% | 0.14% | +9.4% |
Q3 2021 | $222,000 | -25.8% | 2,925 | -25.5% | 0.13% | -23.8% |
Q2 2021 | $299,000 | +4.5% | 3,925 | -0.1% | 0.17% | +1.8% |
Q1 2021 | $286,000 | +10.0% | 3,930 | 0.0% | 0.16% | +14.6% |
Q4 2020 | $260,000 | +7.0% | 3,930 | 0.0% | 0.14% | +3.6% |
Q3 2020 | $243,000 | -5.4% | 3,930 | -16.2% | 0.14% | -68.0% |
Q3 2015 | $257,000 | – | 4,692 | – | 0.44% | – |
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% |