WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 229 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,190,994 | -2.5% | 131,418 | +102.1% | 0.00% | 0.0% |
Q2 2023 | $5,322,868 | +57.0% | 65,016 | +57.7% | 0.00% | +33.3% |
Q1 2023 | $3,390,012 | +21.2% | 41,236 | +3.1% | 0.00% | 0.0% |
Q4 2022 | $2,797,141 | +27.3% | 39,982 | +13.2% | 0.00% | +50.0% |
Q3 2022 | $2,197,000 | -10.2% | 35,314 | -5.4% | 0.00% | 0.0% |
Q2 2022 | $2,447,000 | -13.9% | 37,332 | -3.3% | 0.00% | 0.0% |
Q1 2022 | $2,842,000 | -14.7% | 38,619 | -7.1% | 0.00% | -33.3% |
Q4 2021 | $3,332,000 | +13.0% | 41,569 | +7.3% | 0.00% | 0.0% |
Q3 2021 | $2,948,000 | +5.2% | 38,756 | +5.4% | 0.00% | 0.0% |
Q2 2021 | $2,803,000 | +0.8% | 36,757 | -3.9% | 0.00% | 0.0% |
Q1 2021 | $2,782,000 | -17.2% | 38,234 | -24.5% | 0.00% | -25.0% |
Q4 2020 | $3,359,000 | +7.9% | 50,656 | +0.5% | 0.00% | 0.0% |
Q3 2020 | $3,112,000 | -12.2% | 50,389 | -13.7% | 0.00% | -20.0% |
Q2 2020 | $3,544,000 | -0.3% | 58,369 | -15.8% | 0.01% | -16.7% |
Q1 2020 | $3,553,000 | -43.9% | 69,342 | -22.7% | 0.01% | -25.0% |
Q4 2019 | $6,335,000 | +50.5% | 89,740 | +43.4% | 0.01% | +33.3% |
Q3 2019 | $4,210,000 | -1.0% | 62,563 | -2.7% | 0.01% | 0.0% |
Q2 2019 | $4,254,000 | -5.3% | 64,291 | -8.6% | 0.01% | -14.3% |
Q1 2019 | $4,494,000 | +0.2% | 70,313 | -11.5% | 0.01% | -12.5% |
Q4 2018 | $4,483,000 | -71.9% | 79,425 | -68.5% | 0.01% | -68.0% |
Q3 2018 | $15,927,000 | -9.2% | 251,936 | -9.3% | 0.02% | -16.7% |
Q2 2018 | $17,543,000 | -65.6% | 277,845 | -65.8% | 0.03% | -67.0% |
Q1 2018 | $50,944,000 | -10.5% | 812,239 | -9.1% | 0.09% | -13.3% |
Q4 2017 | $56,912,000 | +72.1% | 893,292 | +74.8% | 0.10% | +59.1% |
Q3 2017 | $33,062,000 | +2.6% | 511,005 | -1.1% | 0.07% | -5.7% |
Q2 2017 | $32,214,000 | -29.8% | 516,832 | -29.3% | 0.07% | -34.6% |
Q1 2017 | $45,912,000 | -35.1% | 730,959 | -40.6% | 0.11% | -40.6% |
Q4 2016 | $70,691,000 | -1.1% | 1,231,542 | -7.4% | 0.18% | -7.7% |
Q3 2016 | $71,462,000 | -0.9% | 1,329,776 | -6.8% | 0.20% | -13.7% |
Q2 2016 | $72,079,000 | -38.5% | 1,426,455 | -36.8% | 0.23% | -42.9% |
Q1 2016 | $117,113,000 | -6.8% | 2,255,645 | -3.5% | 0.40% | -12.0% |
Q4 2015 | $125,718,000 | -31.9% | 2,336,325 | -30.9% | 0.45% | -40.3% |
Q3 2015 | $184,682,000 | +0.1% | 3,379,355 | +12.8% | 0.75% | +6.5% |
Q2 2015 | $184,520,000 | +173.5% | 2,995,944 | +193.7% | 0.71% | +139.2% |
Q1 2015 | $67,471,000 | +54.4% | 1,020,114 | +29.9% | 0.30% | +39.0% |
Q4 2014 | $43,686,000 | +94.7% | 785,438 | +102.3% | 0.21% | +65.1% |
Q3 2014 | $22,432,000 | +104.8% | 388,236 | +107.1% | 0.13% | +89.7% |
Q2 2014 | $10,955,000 | +1396.6% | 187,496 | +1348.7% | 0.07% | +1260.0% |
Q1 2014 | $732,000 | -86.1% | 12,942 | -88.2% | 0.01% | -90.0% |
Q2 2013 | $5,266,000 | – | 109,540 | – | 0.05% | – |
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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% |