WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 188 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,725,000 | -8.5% | 398,079 | +89.6% | 0.00% | -20.0% |
Q2 2023 | $17,187,000 | -12.2% | 209,926 | -11.8% | 0.01% | -16.7% |
Q1 2023 | $19,565,000 | -4.4% | 237,987 | -18.6% | 0.01% | 0.0% |
Q4 2022 | $20,458,000 | +42.4% | 292,425 | +26.6% | 0.01% | +20.0% |
Q3 2022 | $14,363,000 | +9.1% | 230,921 | +14.9% | 0.01% | +25.0% |
Q2 2022 | $13,168,000 | -6.7% | 200,928 | +4.8% | 0.00% | 0.0% |
Q1 2022 | $14,107,000 | -6.3% | 191,691 | +2.0% | 0.00% | +33.3% |
Q4 2021 | $15,062,000 | +17.5% | 187,892 | +11.5% | 0.00% | 0.0% |
Q3 2021 | $12,821,000 | -14.0% | 168,568 | -13.8% | 0.00% | -25.0% |
Q2 2021 | $14,908,000 | +2.5% | 195,516 | -2.2% | 0.00% | 0.0% |
Q1 2021 | $14,539,000 | +26.1% | 199,826 | +14.9% | 0.00% | +33.3% |
Q4 2020 | $11,526,000 | -34.5% | 173,842 | -39.0% | 0.00% | -50.0% |
Q3 2020 | $17,608,000 | -5.4% | 285,143 | -7.0% | 0.01% | -14.3% |
Q2 2020 | $18,613,000 | +18.7% | 306,562 | +0.2% | 0.01% | -12.5% |
Q1 2020 | $15,681,000 | -43.8% | 306,016 | -22.5% | 0.01% | -20.0% |
Q4 2019 | $27,883,000 | +26.4% | 395,012 | +20.5% | 0.01% | +11.1% |
Q3 2019 | $22,061,000 | -39.8% | 327,870 | -40.8% | 0.01% | -40.0% |
Q2 2019 | $36,640,000 | -2.1% | 553,714 | -5.5% | 0.02% | -6.2% |
Q1 2019 | $37,440,000 | +56.9% | 585,815 | +38.6% | 0.02% | +45.5% |
Q4 2018 | $23,862,000 | -47.3% | 422,770 | -41.0% | 0.01% | -42.1% |
Q3 2018 | $45,310,000 | +0.1% | 716,703 | -0.0% | 0.02% | -5.0% |
Q2 2018 | $45,256,000 | -10.1% | 716,768 | -10.7% | 0.02% | -13.0% |
Q1 2018 | $50,322,000 | -17.2% | 802,328 | -15.9% | 0.02% | -14.8% |
Q4 2017 | $60,800,000 | +9.9% | 954,319 | +11.6% | 0.03% | 0.0% |
Q3 2017 | $55,301,000 | +12.2% | 854,742 | +8.1% | 0.03% | +8.0% |
Q2 2017 | $49,303,000 | +11.9% | 790,998 | +12.8% | 0.02% | +4.2% |
Q1 2017 | $44,049,000 | +8.2% | 701,304 | -1.1% | 0.02% | +9.1% |
Q4 2016 | $40,692,000 | +44.2% | 708,905 | +35.0% | 0.02% | +37.5% |
Q3 2016 | $28,226,000 | -37.9% | 525,238 | -41.6% | 0.02% | -40.7% |
Q2 2016 | $45,427,000 | -18.8% | 899,027 | -16.5% | 0.03% | -22.9% |
Q1 2016 | $55,913,000 | -32.3% | 1,076,889 | -29.9% | 0.04% | -35.2% |
Q4 2015 | $82,629,000 | -24.4% | 1,535,569 | -23.2% | 0.05% | -34.1% |
Q3 2015 | $109,258,000 | -6.0% | 1,999,230 | +5.9% | 0.08% | +2.5% |
Q2 2015 | $116,273,000 | +20.8% | 1,887,875 | +29.7% | 0.08% | +19.4% |
Q1 2015 | $96,260,000 | +409.1% | 1,455,370 | +328.1% | 0.07% | +458.3% |
Q4 2014 | $18,908,000 | +58.3% | 339,957 | +64.5% | 0.01% | +50.0% |
Q3 2014 | $11,944,000 | +28.5% | 206,712 | +30.0% | 0.01% | +33.3% |
Q2 2014 | $9,295,000 | +124.0% | 159,059 | +116.7% | 0.01% | +100.0% |
Q1 2014 | $4,150,000 | -27.9% | 73,388 | -28.3% | 0.00% | -25.0% |
Q4 2013 | $5,752,000 | +114.9% | 102,315 | +103.2% | 0.00% | +100.0% |
Q3 2013 | $2,676,000 | +81.3% | 50,348 | +64.0% | 0.00% | +100.0% |
Q2 2013 | $1,476,000 | – | 30,697 | – | 0.00% | – |
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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% |