WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $271,885 | +17.5% | 3,307 | 0.0% | 0.78% | +24.3% |
| Q4 2022 | $231,372 | +12.3% | 3,307 | 0.0% | 0.63% | +14.8% |
| Q3 2022 | $206,000 | -5.1% | 3,307 | 0.0% | 0.55% | +2.2% |
| Q2 2022 | $217,000 | -90.0% | 3,307 | -88.8% | 0.54% | -87.7% |
| Q1 2022 | $2,180,000 | -8.1% | 29,619 | +0.1% | 4.37% | +18.3% |
| Q4 2021 | $2,373,000 | +5.7% | 29,604 | +0.3% | 3.70% | +7.0% |
| Q3 2021 | $2,246,000 | -0.2% | 29,530 | +0.1% | 3.45% | -22.2% |
| Q2 2021 | $2,250,000 | -44.6% | 29,507 | -47.1% | 4.44% | -19.6% |
| Q1 2021 | $4,059,000 | +9.8% | 55,784 | +0.0% | 5.52% | -0.2% |
| Q4 2020 | $3,698,000 | – | 55,770 | – | 5.53% | – |
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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% |