WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 169 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $281,279 | -2.1% | 7,192 | +100.0% | 0.19% | +0.5% |
Q2 2023 | $287,177 | +6.7% | 3,596 | 0.0% | 0.19% | -6.1% |
Q4 2022 | $269,125 | +14.5% | 3,596 | 0.0% | 0.20% | -4.3% |
Q3 2022 | $235,000 | -11.3% | 3,596 | 0.0% | 0.21% | -3.3% |
Q1 2022 | $265,000 | -14.5% | 3,596 | -6.9% | 0.21% | -17.7% |
Q4 2021 | $310,000 | – | 3,863 | – | 0.26% | – |
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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% |