COMMONWEALTH EQUITY SERVICES, LLC - WISDOMTREE TR ownership

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
COMMONWEALTH EQUITY SERVICES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,112
-3.6%
53,462
+99.7%
0.00%0.0%
Q2 2023$2,191
-3.0%
26,765
-2.6%
0.00%
-20.0%
Q1 2023$2,259
+9.4%
27,486
-6.9%
0.01%0.0%
Q4 2022$2,064
-99.9%
29,513
+1.0%
0.01%0.0%
Q3 2022$1,818,000
-10.0%
29,228
-5.2%
0.01%0.0%
Q2 2022$2,020,000
-13.5%
30,833
-2.9%
0.01%0.0%
Q1 2022$2,336,000
-12.5%
31,746
-4.7%
0.01%
-16.7%
Q4 2021$2,669,000
+0.8%
33,307
-4.4%
0.01%
-14.3%
Q3 2021$2,649,000
-4.0%
34,839
-3.8%
0.01%0.0%
Q2 2021$2,760,000
+0.6%
36,199
-4.0%
0.01%
-12.5%
Q1 2021$2,744,000
+0.1%
37,718
-8.8%
0.01%0.0%
Q4 2020$2,741,000
-18.3%
41,354
-24.0%
0.01%
-27.3%
Q3 2020$3,357,000
-24.0%
54,378
-25.3%
0.01%
-35.3%
Q2 2020$4,418,000
-8.4%
72,780
-22.7%
0.02%
-22.7%
Q1 2020$4,821,000
-32.6%
94,105
-7.1%
0.02%
-18.5%
Q4 2019$7,149,000
+61.9%
101,280
+54.3%
0.03%
+42.1%
Q3 2019$4,416,000
+7.2%
65,635
+5.4%
0.02%
+5.6%
Q2 2019$4,119,000
-33.2%
62,257
-35.5%
0.02%
-35.7%
Q1 2019$6,165,000
+18.4%
96,466
+4.5%
0.03%0.0%
Q4 2018$5,208,000
-22.2%
92,283
-12.8%
0.03%
-12.5%
Q3 2018$6,693,000
+0.5%
105,876
+0.4%
0.03%
-8.6%
Q2 2018$6,657,000
-1.2%
105,433
-1.9%
0.04%
-5.4%
Q1 2018$6,741,000
-8.6%
107,489
-7.1%
0.04%
-7.5%
Q4 2017$7,375,000115,7630.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders