WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 204 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $787,473 | -3.3% | 19,936 | +100.4% | 0.70% | +1.3% |
| Q2 2023 | $814,574 | +2.5% | 9,950 | +3.0% | 0.69% | -29.8% |
| Q1 2023 | $794,518 | +17.5% | 9,664 | 0.0% | 0.99% | +5.0% |
| Q4 2022 | $676,128 | +12.7% | 9,664 | +0.3% | 0.94% | -4.6% |
| Q3 2022 | $600,000 | -4.8% | 9,637 | +0.3% | 0.98% | +63.3% |
| Q2 2022 | $630,000 | -8.8% | 9,611 | +2.4% | 0.60% | +3.4% |
| Q1 2022 | $691,000 | -8.1% | 9,390 | +0.1% | 0.58% | -17.7% |
| Q4 2021 | $752,000 | – | 9,379 | – | 0.71% | – |
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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% |