Belpointe Asset Management 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
Belpointe Asset Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$422,646
-56.9%
10,699
-10.7%
0.04%
-57.7%
Q2 2023$981,362
+164.1%
11,986
+165.2%
0.10%
+420.0%
Q1 2023$371,561
-7.9%
4,520
-21.6%
0.02%
-16.7%
Q4 2022$403,505
+12.4%
5,768
+0.1%
0.02%0.0%
Q3 2022$359,000
+15.4%
5,764
+21.4%
0.02%
+14.3%
Q2 2022$311,000
-14.6%
4,748
-4.0%
0.02%
-4.5%
Q1 2022$364,000
-8.5%
4,946
-0.4%
0.02%
-12.0%
Q4 2021$398,000
-43.5%
4,968
-46.4%
0.02%
-47.9%
Q3 2021$705,000
-0.3%
9,268
+0.0%
0.05%
-5.9%
Q2 2021$707,000
+123.7%
9,266
+113.6%
0.05%
+88.9%
Q1 2021$316,000
-4.5%
4,338
-13.0%
0.03%
-10.0%
Q4 2020$331,000
-41.2%
4,989
-49.9%
0.03%
-21.1%
Q3 2020$563,000
+86.4%
9,958
+100.0%
0.04%
-2.6%
Q2 2020$302,000
+18.4%
4,978
+0.2%
0.04%
-13.3%
Q1 2020$255,000
-37.0%
4,967
-13.5%
0.04%
-11.8%
Q4 2019$405,000
+3.1%
5,743
-1.8%
0.05%
-20.3%
Q3 2019$393,000
+2.1%
5,846
+0.6%
0.06%
-15.8%
Q2 2019$385,000
+26.2%
5,814
+7.7%
0.08%
-1.3%
Q4 2018$305,000
-19.1%
5,400
-9.4%
0.08%
+28.3%
Q3 2018$377,000
+4.7%
5,960
+4.7%
0.06%
-40.6%
Q2 2018$360,000
+1.1%
5,695
+0.4%
0.10%
-2.9%
Q1 2018$356,000
-10.8%
5,670
-9.4%
0.10%
+19.5%
Q4 2017$399,000
-1.2%
6,256
+0.3%
0.09%
-8.4%
Q3 2017$404,0006,2380.10%
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