WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.07 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,965 | -3.9% | 7,670 | +99.1% | 0.13% | -1.5% |
| Q2 2023 | $315,363 | -1.7% | 3,852 | -1.3% | 0.13% | -8.9% |
| Q1 2023 | $320,783 | +17.5% | 3,902 | 0.0% | 0.15% | +6.6% |
| Q4 2022 | $272,984 | +7.5% | 3,902 | -4.3% | 0.14% | -1.4% |
| Q3 2022 | $254,000 | -4.9% | 4,077 | 0.0% | 0.14% | +3.0% |
| Q2 2022 | $267,000 | -12.7% | 4,077 | -1.8% | 0.14% | +4.7% |
| Q1 2022 | $306,000 | -9.2% | 4,152 | -1.2% | 0.13% | -5.8% |
| Q4 2021 | $337,000 | +5.3% | 4,202 | 0.0% | 0.14% | -2.8% |
| Q3 2021 | $320,000 | -7.5% | 4,202 | -7.3% | 0.14% | -7.8% |
| Q2 2021 | $346,000 | -3.6% | 4,532 | -8.1% | 0.15% | -0.6% |
| Q1 2021 | $359,000 | +5.0% | 4,932 | -4.3% | 0.15% | 0.0% |
| Q4 2020 | $342,000 | +5.6% | 5,152 | -1.9% | 0.15% | +4.8% |
| Q3 2020 | $324,000 | +1.6% | 5,252 | 0.0% | 0.15% | -7.5% |
| Q2 2020 | $319,000 | +18.6% | 5,252 | 0.0% | 0.16% | -1.9% |
| Q1 2020 | $269,000 | -65.6% | 5,252 | -53.1% | 0.16% | -49.1% |
| Q4 2019 | $781,000 | 0.0% | 11,205 | 0.0% | 0.32% | -4.5% |
| Q3 2019 | $781,000 | +4.3% | 11,205 | 0.0% | 0.33% | -1.2% |
| Q2 2019 | $749,000 | -0.4% | 11,205 | -1.3% | 0.34% | -5.1% |
| Q1 2019 | $752,000 | – | 11,355 | – | 0.36% | – |
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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% |