GenTrust, LLC - WISDOMTREE TR ownership

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
GenTrust, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,136,810
-3.5%
28,780
+100.0%
0.08%0.0%
Q2 2023$1,178,109
-1.0%
14,390
-0.6%
0.08%
-7.0%
Q1 2023$1,189,579
+17.5%
14,4700.0%0.09%
-4.4%
Q4 2022$1,012,321
-15.1%
14,470
-24.5%
0.09%
-12.6%
Q3 2022$1,193,000
-5.1%
19,178
+0.0%
0.10%
-1.0%
Q2 2022$1,257,000
-11.1%
19,173
-0.2%
0.10%
-3.7%
Q1 2022$1,414,000
-6.2%
19,210
+0.0%
0.11%
-8.5%
Q4 2021$1,508,000
+3.3%
19,207
+0.1%
0.12%
-2.5%
Q3 2021$1,460,000
-1.3%
19,197
-1.0%
0.12%
-3.2%
Q2 2021$1,479,000
+6.6%
19,393
-1.5%
0.12%
-3.8%
Q1 2021$1,388,000
+6.4%
19,6810.0%0.13%
+14.0%
Q4 2020$1,305,000
+3.4%
19,681
-3.7%
0.11%
-1.7%
Q3 2020$1,262,000
+22.1%
20,445
+20.1%
0.12%
-9.4%
Q2 2020$1,034,000
-100.0%
17,024
-95.7%
0.13%
-95.6%
Q1 2020$20,164,494,000
+91577.6%
393,530
+26.3%
2.89%
-9.5%
Q4 2019$21,995,000
+4.5%
311,581
-0.4%
3.19%
-3.6%
Q3 2019$21,055,000
+6.1%
312,901
+4.3%
3.31%
+4.0%
Q2 2019$19,842,000
+6.3%
299,858
+2.6%
3.19%
+4.6%
Q1 2019$18,672,000
+16.7%
292,168
+3.1%
3.05%
+6.6%
Q4 2018$15,998,000
-22.8%
283,460
-13.5%
2.86%
-14.0%
Q3 2018$20,723,000
+9.8%
327,807
+9.6%
3.32%
+4.9%
Q2 2018$18,879,000
+2.8%
299,005
+2.1%
3.17%
-0.3%
Q1 2018$18,371,000
+13.8%
292,912
+15.6%
3.18%
+10.0%
Q4 2017$16,140,000
+73.5%
253,334
+76.2%
2.89%
+64.4%
Q3 2017$9,302,000
+8.4%
143,768
+4.4%
1.76%
-0.7%
Q2 2017$8,584,000
-16.9%
137,719
-16.2%
1.77%
-25.8%
Q1 2017$10,327,000
+18.0%
164,409
+7.9%
2.38%
+35.9%
Q4 2016$8,749,000152,4301.75%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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