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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $209,000 | -15.7% | 2,840 | -8.2% | 0.04% | -12.8% |
| Q4 2021 | $248,000 | -0.4% | 3,095 | -5.5% | 0.05% | -2.1% |
| Q3 2021 | $249,000 | -6.0% | 3,275 | -6.0% | 0.05% | -9.4% |
| Q2 2021 | $265,000 | -1.9% | 3,485 | -6.2% | 0.05% | -11.7% |
| Q1 2021 | $270,000 | +0.7% | 3,715 | -8.3% | 0.06% | -48.7% |
| Q4 2020 | $268,000 | -5.0% | 4,050 | -11.4% | 0.12% | +72.1% |
| Q3 2020 | $282,000 | -6.6% | 4,570 | -8.1% | 0.07% | -12.8% |
| Q2 2020 | $302,000 | -32.1% | 4,975 | -42.8% | 0.08% | -37.6% |
| Q1 2020 | $445,000 | -27.5% | 8,693 | 0.0% | 0.12% | -13.2% |
| Q4 2019 | $614,000 | +0.8% | 8,693 | -3.9% | 0.14% | +6.7% |
| Q3 2019 | $609,000 | – | 9,043 | – | 0.14% | – |
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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% |