RAYMOND JAMES & ASSOCIATES - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 187 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
RAYMOND JAMES & ASSOCIATES ownership history of WISDOMTREE TR
ValueSharesWeighting
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$5,266,000109,5400.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders