WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 190 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 4.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $151,432 | -6.4% | 3,834 | +94.7% | 0.09% | -10.6% |
| Q1 2023 | $161,781 | -97.1% | 1,969 | -97.5% | 0.10% | -93.7% |
| Q4 2022 | $5,604,044 | +2.2% | 80,081 | -8.5% | 1.66% | -6.4% |
| Q3 2022 | $5,481,000 | +1011.8% | 87,527 | +1062.8% | 1.77% | +408.9% |
| Q2 2022 | $493,000 | -44.2% | 7,527 | -37.2% | 0.35% | -38.7% |
| Q1 2022 | $883,000 | +8.9% | 11,992 | +18.5% | 0.57% | +13.4% |
| Q4 2021 | $811,000 | -21.0% | 10,116 | -25.0% | 0.50% | -26.6% |
| Q3 2021 | $1,026,000 | -34.0% | 13,487 | -33.8% | 0.68% | +17.0% |
| Q2 2021 | $1,554,000 | +4.6% | 20,378 | -0.2% | 0.58% | -51.9% |
| Q1 2021 | $1,486,000 | – | 20,421 | – | 1.22% | – |
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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% |