AllSquare Wealth Management LLC - WISDOMTREE TR ownership

Back to all holdings Add to watchlist

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%.

Links
Filings
External links
Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,081
-2.8%
78
+100.0%
0.00%0.0%
Q2 2023$3,170
-1.1%
390.0%0.00%0.0%
Q1 2023$3,206
+17.5%
390.0%0.00%0.0%
Q4 2022$2,728
+36.4%
390.0%0.00%
+100.0%
Q3 2022$2,000
-33.3%
390.0%0.00%
-50.0%
Q2 2022$3,0000.0%390.0%0.00%0.0%
Q1 2022$3,0000.0%390.0%0.00%0.0%
Q4 2021$3,0000.0%390.0%0.00%0.0%
Q3 2021$3,0000.0%390.0%0.00%0.0%
Q2 2021$3,0000.0%390.0%0.00%0.0%
Q1 2021$3,0000.0%390.0%0.00%0.0%
Q4 2020$3,000
+50.0%
390.0%0.00%
+100.0%
Q3 2020$2,0000.0%390.0%0.00%
-50.0%
Q2 2020$2,0000.0%390.0%0.00%0.0%
Q1 2020$2,000
-33.3%
390.0%0.00%0.0%
Q4 2019$3,0000.0%390.0%0.00%0.0%
Q3 2019$3,0000.0%390.0%0.00%0.0%
Q2 2019$3,000
+50.0%
390.0%0.00%0.0%
Q1 2019$2,0000.0%390.0%0.00%0.0%
Q4 2018$2,0000.0%390.0%0.00%
+100.0%
Q3 2018$2,0000.0%390.0%0.00%
-50.0%
Q2 2018$2,0000.0%390.0%0.00%0.0%
Q1 2018$2,0000.0%390.0%0.00%0.0%
Q4 2017$2,000
-33.3%
390.0%0.00%0.0%
Q3 2017$3,000
+50.0%
390.0%0.00%0.0%
Q2 2017$2,0000.0%390.0%0.00%0.0%
Q1 2017$2,0000.0%390.0%0.00%0.0%
Q4 2016$2,000–39–0.00%–
 Download
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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