WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 204 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,775 | -3.5% | 450 | +100.0% | 0.01% | 0.0% |
| Q2 2023 | $18,421 | +22.8% | 225 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | -11.8% | 225 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | -15.0% | 225 | -10.0% | 0.01% | -16.7% |
| Q4 2021 | $20,000 | +5.3% | 250 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | +5.6% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | +5.9% | 250 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $17,000 | +13.3% | 250 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $15,000 | -16.7% | 250 | -16.7% | 0.01% | -25.0% |
| Q2 2020 | $18,000 | -25.0% | 300 | -35.8% | 0.01% | -33.3% |
| Q1 2020 | $24,000 | -27.3% | 467 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $33,000 | 0.0% | 467 | -5.1% | 0.01% | -6.7% |
| Q3 2019 | $33,000 | 0.0% | 492 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $33,000 | -49.2% | 492 | -51.7% | 0.02% | -52.9% |
| Q1 2019 | $65,000 | -43.0% | 1,019 | -49.8% | 0.03% | -48.5% |
| Q4 2018 | $114,000 | – | 2,028 | – | 0.07% | – |
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% |