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 | $3,308,836 | -28.9% | 83,768 | +47.4% | 0.03% | -29.8% |
| Q2 2023 | $4,653,655 | -19.2% | 56,842 | -18.9% | 0.05% | -24.2% |
| Q1 2023 | $5,762,171 | +20.9% | 70,091 | +2.9% | 0.06% | +47.6% |
| Q4 2022 | $4,767,284 | -99.9% | 68,143 | -53.8% | 0.04% | -14.3% |
| Q3 2022 | $4,589,585,000 | +104732.9% | 147,418 | +120.7% | 0.05% | +8.9% |
| Q2 2022 | $4,378,000 | +73.8% | 66,795 | +95.1% | 0.04% | +73.1% |
| Q1 2022 | $2,519,000 | +0.3% | 34,230 | +9.2% | 0.03% | +4.0% |
| Q4 2021 | $2,512,000 | +2.5% | 31,343 | -2.7% | 0.02% | 0.0% |
| Q3 2021 | $2,451,000 | -0.2% | 32,221 | +0.1% | 0.02% | -10.7% |
| Q2 2021 | $2,455,000 | -5.6% | 32,194 | -10.0% | 0.03% | -15.2% |
| Q1 2021 | $2,602,000 | -38.4% | 35,762 | -43.5% | 0.03% | -32.7% |
| Q4 2020 | $4,223,000 | -99.9% | 63,321 | -34.0% | 0.05% | -55.9% |
| Q3 2020 | $5,923,000,000 | – | 95,925 | – | 0.11% | – |
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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% |