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 | $5,689,185 | -3.5% | 144,030 | +100.0% | 0.21% | +5.1% |
| Q2 2023 | $5,895,868 | -0.4% | 72,015 | 0.0% | 0.20% | -0.5% |
| Q1 2023 | $5,920,353 | +17.5% | 72,015 | 0.0% | 0.20% | +20.7% |
| Q4 2022 | $5,038,169 | +16.0% | 72,015 | +3.2% | 0.16% | +6.5% |
| Q3 2022 | $4,342,000 | -5.1% | 69,800 | 0.0% | 0.15% | +12.4% |
| Q2 2022 | $4,575,000 | -10.9% | 69,800 | 0.0% | 0.14% | -2.1% |
| Q1 2022 | $5,137,000 | -8.2% | 69,800 | 0.0% | 0.14% | -6.0% |
| Q4 2021 | $5,595,000 | +10.1% | 69,800 | +4.5% | 0.15% | +2.1% |
| Q3 2021 | $5,081,000 | -0.3% | 66,805 | 0.0% | 0.15% | -1.4% |
| Q2 2021 | $5,094,000 | +4.8% | 66,805 | 0.0% | 0.15% | +1.4% |
| Q1 2021 | $4,861,000 | +9.8% | 66,805 | 0.0% | 0.15% | +3.5% |
| Q4 2020 | $4,429,000 | +7.4% | 66,805 | 0.0% | 0.14% | -2.8% |
| Q3 2020 | $4,125,000 | +1.7% | 66,805 | 0.0% | 0.14% | -4.0% |
| Q2 2020 | $4,056,000 | +18.5% | 66,805 | 0.0% | 0.15% | +3.4% |
| Q1 2020 | $3,423,000 | -27.4% | 66,805 | 0.0% | 0.15% | -5.8% |
| Q4 2019 | $4,716,000 | +4.9% | 66,805 | 0.0% | 0.16% | -0.6% |
| Q3 2019 | $4,495,000 | +1.7% | 66,805 | 0.0% | 0.16% | +6.8% |
| Q2 2019 | $4,420,000 | +3.5% | 66,805 | 0.0% | 0.15% | +9.8% |
| Q1 2019 | $4,270,000 | +13.3% | 66,805 | 0.0% | 0.13% | +3.9% |
| Q4 2018 | $3,770,000 | -10.7% | 66,805 | 0.0% | 0.13% | +2.4% |
| Q3 2018 | $4,223,000 | +0.1% | 66,805 | 0.0% | 0.12% | -3.1% |
| Q2 2018 | $4,218,000 | – | 66,805 | – | 0.13% | – |
Download | ||||||
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% |