WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 189 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,800 | -3.5% | 400 | +100.0% | 0.01% | 0.0% |
| Q2 2023 | $16,374 | -0.4% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $16,442 | +117342.9% | 200 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $14 | -99.9% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $15,000 | -6.2% | 200 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $16,000 | +6.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 200 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $15,000 | -70.6% | 200 | -71.4% | 0.01% | -72.0% |
| Q1 2021 | $51,000 | +10.9% | 700 | 0.0% | 0.02% | -10.7% |
| Q4 2020 | $46,000 | +7.0% | 700 | 0.0% | 0.03% | -6.7% |
| Q3 2020 | $43,000 | +2.4% | 700 | 0.0% | 0.03% | -3.2% |
| Q2 2020 | $42,000 | +7.7% | 700 | -7.7% | 0.03% | -6.1% |
| Q1 2020 | $39,000 | -27.8% | 758 | 0.0% | 0.03% | -10.8% |
| Q4 2019 | $54,000 | +5.9% | 758 | 0.0% | 0.04% | +27.6% |
| Q3 2019 | $51,000 | +2.0% | 758 | 0.0% | 0.03% | +3.6% |
| Q2 2019 | $50,000 | +4.2% | 758 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $48,000 | +6.7% | 758 | -5.2% | 0.03% | 0.0% |
| Q4 2018 | $45,000 | -70.2% | 800 | -66.9% | 0.03% | -73.8% |
| Q1 2017 | $151,000 | – | 2,416 | – | 0.11% | – |
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% |