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 | $715,661 | +23.9% | 18,118 | +156.8% | 0.20% | +23.6% |
| Q2 2023 | $577,511 | -17.3% | 7,054 | -17.0% | 0.16% | -24.1% |
| Q1 2023 | $698,621 | +15.4% | 8,498 | -1.8% | 0.21% | +5.0% |
| Q4 2022 | $605,364 | +21.1% | 8,653 | +7.6% | 0.20% | +16.1% |
| Q3 2022 | $500,000 | -4.2% | 8,045 | +1.0% | 0.17% | +7.4% |
| Q2 2022 | $522,000 | -2.1% | 7,968 | +9.9% | 0.16% | +11.0% |
| Q1 2022 | $533,000 | +4.9% | 7,247 | +14.4% | 0.15% | +11.5% |
| Q4 2021 | $508,000 | +10.0% | 6,336 | +4.3% | 0.13% | -11.5% |
| Q3 2021 | $462,000 | +5.5% | 6,077 | +5.8% | 0.15% | -6.3% |
| Q2 2021 | $438,000 | – | 5,746 | – | 0.16% | – |
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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% |