WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 297 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $788,887 | +17.5% | 9,596 | 0.0% | 0.12% | +875.0% |
| Q4 2022 | $671,336 | +12.5% | 9,596 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $597,000 | -15.7% | 9,596 | -11.1% | 0.01% | -16.7% |
| Q2 2022 | $708,000 | -10.8% | 10,796 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $794,000 | -8.2% | 10,796 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $865,000 | +5.4% | 10,796 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $821,000 | -0.2% | 10,796 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $823,000 | +4.7% | 10,796 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $786,000 | +9.8% | 10,796 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $716,000 | +7.3% | 10,796 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $667,000 | -96.7% | 10,796 | -96.8% | 0.02% | -96.8% |
| Q2 2020 | $20,187,000 | +9.9% | 332,525 | -7.3% | 0.50% | +13.0% |
| Q1 2020 | $18,371,000 | -20.9% | 358,525 | +9.0% | 0.44% | +16.1% |
| Q4 2019 | $23,212,000 | +16.3% | 328,825 | +10.9% | 0.38% | +2.7% |
| Q3 2019 | $19,960,000 | +8.9% | 296,625 | +7.1% | 0.37% | +2.8% |
| Q2 2019 | $18,325,000 | +3.5% | 276,925 | 0.0% | 0.36% | +5.3% |
| Q1 2019 | $17,698,000 | +35.0% | 276,925 | +19.3% | 0.34% | +23.6% |
| Q4 2018 | $13,105,000 | -15.5% | 232,200 | -5.3% | 0.28% | +4.2% |
| Q3 2018 | $15,500,000 | +13.5% | 245,193 | +13.3% | 0.26% | +7.3% |
| Q2 2018 | $13,662,000 | -25.5% | 216,393 | -26.0% | 0.25% | -27.8% |
| Q1 2018 | $18,339,000 | -0.0% | 292,402 | +1.5% | 0.34% | -10.9% |
| Q4 2017 | $18,345,000 | +2.9% | 287,952 | +4.5% | 0.38% | -5.0% |
| Q3 2017 | $17,829,000 | +11.2% | 275,557 | +7.1% | 0.40% | -21.1% |
| Q2 2017 | $16,034,000 | +57.0% | 257,242 | +58.2% | 0.51% | +204.8% |
| Q1 2017 | $10,213,000 | +20.0% | 162,587 | +9.6% | 0.17% | -28.5% |
| Q4 2016 | $8,512,000 | -12.2% | 148,287 | -17.8% | 0.24% | -34.4% |
| Q3 2016 | $9,693,000 | +6.5% | 180,387 | +0.2% | 0.36% | +9.5% |
| Q2 2016 | $9,100,000 | -3.0% | 180,087 | -0.4% | 0.33% | +12.8% |
| Q1 2016 | $9,386,000 | -3.5% | 180,787 | 0.0% | 0.29% | +19.3% |
| Q4 2015 | $9,729,000 | -8.3% | 180,787 | -6.9% | 0.24% | -9.3% |
| Q3 2015 | $10,612,000 | -10.3% | 194,187 | +1.1% | 0.27% | -8.2% |
| Q2 2015 | $11,825,000 | +1.1% | 191,987 | +8.6% | 0.29% | +1.7% |
| Q1 2015 | $11,694,000 | +35.1% | 176,809 | +13.6% | 0.29% | +34.7% |
| Q4 2014 | $8,657,000 | – | 155,650 | – | 0.21% | – |
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% |