WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $82,210 | +17.5% | 1,000 | 0.0% | 0.02% | +17.6% |
| Q4 2022 | $69,960 | +12.8% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $62,000 | -6.1% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $66,000 | -10.8% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $74,000 | -7.5% | 1,000 | 0.0% | 0.02% | +6.2% |
| Q4 2021 | $80,000 | +5.3% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $76,000 | 0.0% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $76,000 | +4.1% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $73,000 | +10.6% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $66,000 | +6.5% | 1,000 | 0.0% | 0.02% | -15.8% |
| Q3 2020 | $62,000 | +1.6% | 1,000 | 0.0% | 0.02% | -13.6% |
| Q2 2020 | $61,000 | +19.6% | 1,000 | 0.0% | 0.02% | -15.4% |
| Q1 2020 | $51,000 | -28.2% | 1,000 | 0.0% | 0.03% | -23.5% |
| Q4 2019 | $71,000 | +6.0% | 1,000 | 0.0% | 0.03% | -5.6% |
| Q3 2019 | $67,000 | – | 1,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 503,187 | $36,612,000 | 7.52% |
| Wealthgate Family Office, LLC | 55,784 | $4,059,000 | 5.52% |
| J.Safra Asset Management Corp | 129,941 | $9,455,000 | 4.42% |
| Private Portfolio Partners LLC | 71,666 | $5,214,443 | 1.69% |
| Activest Wealth Management | 20,421 | $1,486,000 | 1.22% |
| CONDOR CAPITAL MANAGEMENT | 94,146 | $6,850,000 | 0.81% |
| LAKE STREET PRIVATE WEALTH, LLC | 31,609 | $2,300,000 | 0.64% |
| BTR CAPITAL MANAGEMENT INC | 57,526 | $4,186,000 | 0.61% |
| Psagot Value Holdings Ltd. | 231,173 | $16,820,000 | 0.38% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 19,723 | $1,435,000 | 0.38% |