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 | $540,360 | -1.6% | 13,680 | +103.9% | 0.12% | +18.0% |
| Q2 2023 | $549,348 | +5.0% | 6,710 | +5.4% | 0.10% | -15.3% |
| Q1 2023 | $523,267 | +13.2% | 6,365 | -3.6% | 0.12% | -26.7% |
| Q4 2022 | $462,086 | +12.4% | 6,605 | 0.0% | 0.16% | +85.1% |
| Q3 2022 | $411,000 | -5.1% | 6,605 | 0.0% | 0.09% | -15.5% |
| Q2 2022 | $433,000 | -10.9% | 6,605 | 0.0% | 0.10% | +27.2% |
| Q1 2022 | $486,000 | -3.2% | 6,605 | 0.0% | 0.08% | -24.3% |
| Q4 2021 | $502,000 | 0.0% | 6,605 | 0.0% | 0.11% | 0.0% |
| Q3 2021 | $502,000 | +10.3% | 6,605 | +10.5% | 0.11% | +75.4% |
| Q2 2021 | $455,000 | +5.8% | 5,975 | +1.2% | 0.06% | 0.0% |
| Q1 2021 | $430,000 | -13.5% | 5,905 | -15.8% | 0.06% | -74.4% |
| Q4 2020 | $497,000 | +73.8% | 7,010 | +52.1% | 0.24% | +118.3% |
| Q3 2020 | $286,000 | +2.5% | 4,610 | 0.0% | 0.11% | -17.4% |
| Q2 2020 | $279,000 | -22.3% | 4,610 | -34.2% | 0.13% | -51.8% |
| Q1 2020 | $359,000 | -27.3% | 7,010 | 0.0% | 0.27% | -40.4% |
| Q4 2019 | $494,000 | – | 7,010 | – | 0.46% | – |
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% |