WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 172 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,920 | -20.1% | 960 | +65.5% | 0.00% | 0.0% |
| Q2 2023 | $47,485 | -0.4% | 580 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $47,682 | +17.5% | 580 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $40,577 | -18.8% | 580 | -28.2% | 0.00% | -33.3% |
| Q3 2022 | $50,000 | -27.5% | 808 | -22.9% | 0.00% | 0.0% |
| Q2 2022 | $69,000 | -14.8% | 1,048 | -5.4% | 0.00% | 0.0% |
| Q1 2022 | $81,000 | -15.6% | 1,108 | -8.3% | 0.00% | -25.0% |
| Q4 2021 | $96,000 | +3.2% | 1,208 | -1.6% | 0.00% | 0.0% |
| Q3 2021 | $93,000 | -1.1% | 1,228 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $94,000 | -17.5% | 1,228 | -20.8% | 0.00% | +33.3% |
| Q1 2021 | $114,000 | +1.8% | 1,550 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $112,000 | +45.5% | 1,550 | +22.0% | 0.00% | 0.0% |
| Q3 2020 | $77,000 | +1.3% | 1,270 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $76,000 | +7.0% | 1,270 | -10.8% | 0.00% | -20.0% |
| Q1 2020 | $71,000 | -58.0% | 1,423 | -40.1% | 0.01% | -44.4% |
| Q4 2019 | $169,000 | +101.2% | 2,377 | +87.2% | 0.01% | +80.0% |
| Q3 2019 | $84,000 | 0.0% | 1,270 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $84,000 | +3.7% | 1,270 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $81,000 | +14.1% | 1,270 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $71,000 | -26.8% | 1,270 | -17.7% | 0.01% | -16.7% |
| Q3 2018 | $97,000 | +21.2% | 1,544 | +21.6% | 0.01% | 0.0% |
| Q2 2018 | $80,000 | -22.3% | 1,270 | -22.7% | 0.01% | -33.3% |
| Q1 2018 | $103,000 | -1.0% | 1,644 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $104,000 | -10.3% | 1,644 | -8.6% | 0.01% | -25.0% |
| Q3 2017 | $116,000 | +11.5% | 1,798 | +7.4% | 0.01% | +9.1% |
| Q2 2017 | $104,000 | -26.8% | 1,674 | -26.1% | 0.01% | -26.7% |
| Q1 2017 | $142,000 | +9.2% | 2,265 | 0.0% | 0.02% | -11.8% |
| Q4 2016 | $130,000 | +52.9% | 2,265 | +42.0% | 0.02% | +54.5% |
| Q3 2016 | $85,000 | +11.8% | 1,595 | +4.9% | 0.01% | 0.0% |
| Q2 2016 | $76,000 | -7.3% | 1,520 | -5.4% | 0.01% | -15.4% |
| Q1 2016 | $82,000 | – | 1,607 | – | 0.01% | – |
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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% |