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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $61 | -99.9% | 884 | -24.6% | 0.00% | – |
| Q3 2022 | $72,000 | -5.3% | 1,173 | +0.3% | 0.00% | – |
| Q2 2022 | $76,000 | -15.6% | 1,170 | -4.6% | 0.00% | – |
| Q1 2022 | $90,000 | +3.4% | 1,226 | +12.9% | 0.00% | – |
| Q4 2021 | $87,000 | +6.1% | 1,086 | +0.5% | 0.00% | – |
| Q3 2021 | $82,000 | +17.1% | 1,081 | +16.5% | 0.00% | – |
| Q2 2021 | $70,000 | +191.7% | 928 | +132.0% | 0.00% | – |
| Q2 2020 | $24,000 | -92.4% | 400 | -93.5% | 0.00% | -100.0% |
| Q1 2020 | $314,000 | -65.2% | 6,120 | -52.2% | 0.00% | -63.6% |
| Q4 2019 | $903,000 | +160.2% | 12,794 | +147.8% | 0.01% | +120.0% |
| Q3 2019 | $347,000 | +12.7% | 5,162 | +11.0% | 0.01% | +25.0% |
| Q2 2019 | $308,000 | +76.0% | 4,650 | +69.9% | 0.00% | +100.0% |
| Q1 2019 | $175,000 | – | 2,737 | – | 0.00% | – |
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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% |