WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 172 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $281,240 | -3.5% | 7,120 | +100.0% | 0.00% | – |
Q2 2023 | $291,457 | -0.4% | 3,560 | 0.0% | 0.00% | – |
Q1 2023 | $292,667 | +17.5% | 3,560 | 0.0% | 0.00% | – |
Q4 2022 | $249,057 | +12.7% | 3,560 | 0.0% | 0.00% | – |
Q3 2022 | $221,000 | -5.2% | 3,560 | 0.0% | 0.00% | – |
Q2 2022 | $233,000 | -9.7% | 3,560 | 0.0% | 0.00% | – |
Q1 2022 | $258,000 | -11.6% | 3,560 | 0.0% | 0.00% | -100.0% |
Q4 2021 | $292,000 | +6.2% | 3,560 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $275,000 | +1.5% | 3,560 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $271,000 | +124.0% | 3,560 | +113.3% | 0.00% | – |
Q1 2021 | $121,000 | +9.0% | 1,669 | 0.0% | 0.00% | – |
Q4 2020 | $111,000 | +7.8% | 1,669 | 0.0% | 0.00% | – |
Q3 2020 | $103,000 | -8.0% | 1,669 | -9.4% | 0.00% | – |
Q2 2020 | $112,000 | +17.9% | 1,842 | 0.0% | 0.00% | – |
Q1 2020 | $95,000 | -26.9% | 1,842 | 0.0% | 0.00% | – |
Q4 2019 | $130,000 | +4.8% | 1,842 | 0.0% | 0.00% | – |
Q3 2019 | $124,000 | +226.3% | 1,842 | +206.5% | 0.00% | – |
Q3 2018 | $38,000 | -7.3% | 601 | -4.9% | 0.00% | – |
Q2 2018 | $41,000 | +2.5% | 632 | 0.0% | 0.00% | – |
Q1 2018 | $40,000 | +3900.0% | 632 | +3411.1% | 0.00% | – |
Q2 2017 | $1,000 | -99.9% | 18 | -99.5% | 0.00% | -100.0% |
Q1 2016 | $1,494,000 | +77.0% | 3,610 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $844,000 | +13966.7% | 3,610 | +3338.1% | 0.00% | – |
Q3 2015 | $6,000 | – | 105 | – | 0.00% | – |
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% |