Frisch Financial Group, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 194 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.1%.

Quarter-by-quarter ownership
Frisch Financial Group, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$288,000
-10.8%
4,398
+0.2%
0.11%
+6.7%
Q1 2022$323,000
-17.8%
4,390
-14.8%
0.10%
-15.4%
Q4 2021$393,000
+0.3%
5,155
+0.0%
0.12%
-6.1%
Q3 2021$392,0000.0%5,1530.0%0.13%
+6.5%
Q2 2021$392,000
+4.5%
5,153
+0.1%
0.12%
-2.4%
Q1 2021$375,000
+10.0%
5,1480.0%0.13%
+0.8%
Q4 2020$341,000
+7.2%
5,148
+0.0%
0.12%
-9.4%
Q3 2020$318,000
+1.6%
5,146
+0.1%
0.14%
-6.8%
Q2 2020$313,000
+17.2%
5,143
-1.2%
0.15%
-4.5%
Q1 2020$267,000
-27.2%
5,2040.0%0.16%
-10.9%
Q4 2019$367,000
+1.7%
5,204
-3.1%
0.17%
-20.2%
Q3 2019$361,000
-29.8%
5,371
-30.8%
0.22%
-36.6%
Q2 2019$514,000
-65.5%
7,761
-66.8%
0.34%
-62.3%
Q1 2019$1,492,000
-21.6%
23,344
-30.8%
0.91%
-31.4%
Q4 2018$1,903,00033,7101.33%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
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