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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $247,247 | -2.3% | 3,020 | -1.9% | 0.08% | -16.2% |
| Q1 2023 | $253,125 | +16.9% | 3,079 | -0.5% | 0.10% | +19.3% |
| Q4 2022 | $216,456 | +2.9% | 3,094 | -8.5% | 0.08% | -19.4% |
| Q3 2022 | $210,360 | -8.5% | 3,382 | -3.5% | 0.10% | -1.9% |
| Q2 2022 | $229,783 | -13.6% | 3,506 | -3.0% | 0.10% | -5.4% |
| Q1 2022 | $265,881 | -9.4% | 3,613 | -1.3% | 0.11% | -7.5% |
| Q4 2021 | $293,546 | +5.4% | 3,662 | 0.0% | 0.12% | -6.2% |
| Q3 2021 | $278,532 | -1.2% | 3,662 | -1.0% | 0.13% | -3.8% |
| Q2 2021 | $281,973 | -22.3% | 3,698 | -25.9% | 0.13% | -35.4% |
| Q1 2021 | $362,927 | +3.6% | 4,988 | -5.6% | 0.21% | -12.7% |
| Q4 2020 | $350,462 | – | 5,286 | – | 0.24% | – |
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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% |