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 | $158,000 | -3.5% | 4,000 | +100.0% | 0.07% | -8.6% |
| Q2 2023 | $163,740 | -0.4% | 2,000 | 0.0% | 0.08% | -12.0% |
| Q1 2023 | $164,420 | +7.4% | 2,000 | -8.6% | 0.09% | 0.0% |
| Q4 2022 | $153,072 | +12.6% | 2,188 | 0.0% | 0.09% | +9.5% |
| Q3 2022 | $136,000 | -4.9% | 2,188 | 0.0% | 0.08% | -3.4% |
| Q2 2022 | $143,000 | -11.2% | 2,188 | 0.0% | 0.09% | -1.1% |
| Q1 2022 | $161,000 | -8.0% | 2,188 | 0.0% | 0.09% | -18.5% |
| Q4 2021 | $175,000 | +5.4% | 2,188 | 0.0% | 0.11% | -18.8% |
| Q3 2021 | $166,000 | -17.0% | 2,188 | -16.7% | 0.13% | -17.9% |
| Q2 2021 | $200,000 | +14.9% | 2,628 | 0.0% | 0.16% | -3.0% |
| Q4 2020 | $174,000 | – | 2,628 | – | 0.17% | – |
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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% |