WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 306 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $555,410 | +1.5% | 14,061 | +110.4% | 0.22% | +6.9% |
| Q2 2023 | $547,219 | +12.5% | 6,684 | +13.0% | 0.20% | +4.1% |
| Q1 2023 | $486,354 | +16.1% | 5,916 | -1.2% | 0.19% | +7.2% |
| Q4 2022 | $418,851 | +7.7% | 5,987 | -4.2% | 0.18% | +2.3% |
| Q3 2022 | $389,000 | -15.1% | 6,248 | -10.6% | 0.18% | -7.3% |
| Q2 2022 | $458,000 | -12.8% | 6,992 | -2.1% | 0.19% | +9.1% |
| Q1 2022 | $525,000 | -18.6% | 7,140 | -11.2% | 0.18% | -7.9% |
| Q4 2021 | $645,000 | +13.0% | 8,042 | +7.1% | 0.19% | +1.1% |
| Q3 2021 | $571,000 | -3.2% | 7,508 | -3.0% | 0.19% | -3.6% |
| Q2 2021 | $590,000 | +4.8% | 7,744 | 0.0% | 0.20% | -3.5% |
| Q1 2021 | $563,000 | +10.4% | 7,744 | +0.6% | 0.20% | +2.0% |
| Q4 2020 | $510,000 | +10.6% | 7,696 | +3.1% | 0.20% | +4.2% |
| Q3 2020 | $461,000 | +0.9% | 7,461 | -0.9% | 0.19% | -6.4% |
| Q2 2020 | $457,000 | +11.7% | 7,532 | -5.7% | 0.20% | -12.1% |
| Q1 2020 | $409,000 | -52.4% | 7,988 | -34.3% | 0.23% | -37.2% |
| Q4 2019 | $859,000 | +0.7% | 12,166 | -4.0% | 0.37% | -7.3% |
| Q3 2019 | $853,000 | +3.4% | 12,671 | +1.7% | 0.40% | +6.1% |
| Q2 2019 | $825,000 | +4.3% | 12,461 | +0.7% | 0.37% | -1.3% |
| Q1 2019 | $791,000 | -0.4% | 12,377 | -12.0% | 0.38% | -12.7% |
| Q4 2018 | $794,000 | -12.4% | 14,071 | -1.8% | 0.43% | +6.4% |
| Q3 2018 | $906,000 | -20.7% | 14,334 | -20.8% | 0.41% | -26.6% |
| Q2 2018 | $1,143,000 | +3.1% | 18,100 | +2.4% | 0.56% | +1.5% |
| Q1 2018 | $1,109,000 | +1.3% | 17,674 | +2.9% | 0.55% | +1.9% |
| Q4 2017 | $1,095,000 | -2.5% | 17,181 | -1.0% | 0.54% | -7.9% |
| Q3 2017 | $1,123,000 | -33.9% | 17,353 | -36.4% | 0.58% | -35.2% |
| Q2 2017 | $1,699,000 | -40.6% | 27,264 | -40.1% | 0.90% | -37.9% |
| Q1 2017 | $2,860,000 | +9.1% | 45,532 | -0.3% | 1.45% | -37.4% |
| Q4 2016 | $2,622,000 | +62.5% | 45,681 | +52.1% | 2.32% | +43.7% |
| Q3 2016 | $1,614,000 | +6.0% | 30,031 | -0.4% | 1.62% | +5.3% |
| Q2 2016 | $1,523,000 | -35.5% | 30,145 | -33.7% | 1.53% | -32.0% |
| Q1 2016 | $2,362,000 | +13.3% | 45,486 | +17.4% | 2.25% | +9.2% |
| Q4 2015 | $2,084,000 | +35.3% | 38,730 | +37.4% | 2.06% | +27.6% |
| Q3 2015 | $1,540,000 | +42.3% | 28,186 | +60.4% | 1.62% | +46.4% |
| Q2 2015 | $1,082,000 | -6.9% | 17,574 | 0.0% | 1.10% | -6.4% |
| Q1 2015 | $1,162,000 | +32.3% | 17,574 | +11.2% | 1.18% | +31.7% |
| Q4 2014 | $878,000 | – | 15,802 | – | 0.90% | – |
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% |