WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 277 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,972,000 | -7.7% | 67,565 | +0.6% | 0.21% | -1.8% |
| Q4 2021 | $5,384,000 | +6.2% | 67,170 | +0.8% | 0.22% | -0.5% |
| Q3 2021 | $5,071,000 | +5.0% | 66,668 | +5.3% | 0.22% | +4.3% |
| Q2 2021 | $4,828,000 | +23.4% | 63,320 | +17.7% | 0.21% | +12.4% |
| Q1 2021 | $3,914,000 | +9.8% | 53,795 | +0.0% | 0.19% | +5.1% |
| Q4 2020 | $3,566,000 | -2.5% | 53,785 | -9.1% | 0.18% | -17.7% |
| Q3 2020 | $3,656,000 | +27.5% | 59,199 | +25.3% | 0.22% | +18.1% |
| Q2 2020 | $2,867,000 | +12.3% | 47,228 | -5.2% | 0.18% | -5.2% |
| Q1 2020 | $2,553,000 | -27.2% | 49,827 | +0.4% | 0.19% | -9.9% |
| Q4 2019 | $3,505,000 | +6.5% | 49,647 | +1.5% | 0.21% | -0.9% |
| Q3 2019 | $3,291,000 | +3.0% | 48,915 | +1.3% | 0.22% | +1.4% |
| Q2 2019 | $3,194,000 | +9.6% | 48,269 | +5.9% | 0.21% | +8.2% |
| Q1 2019 | $2,914,000 | -31.5% | 45,597 | -39.5% | 0.20% | -39.7% |
| Q4 2018 | $4,254,000 | -15.7% | 75,379 | -5.6% | 0.32% | -4.1% |
| Q3 2018 | $5,049,000 | -0.1% | 79,870 | -0.2% | 0.34% | -6.9% |
| Q2 2018 | $5,055,000 | +2.7% | 80,060 | +2.0% | 0.36% | +0.6% |
| Q1 2018 | $4,924,000 | -2.0% | 78,510 | -0.5% | 0.36% | -0.3% |
| Q4 2017 | $5,027,000 | +1.0% | 78,910 | +2.6% | 0.36% | -2.4% |
| Q3 2017 | $4,975,000 | +6.8% | 76,895 | +2.9% | 0.37% | +1.4% |
| Q2 2017 | $4,659,000 | +8.0% | 74,750 | +8.8% | 0.37% | +5.8% |
| Q1 2017 | $4,314,000 | +14.1% | 68,685 | +4.3% | 0.35% | +7.1% |
| Q4 2016 | $3,782,000 | +101.4% | 65,880 | +88.5% | 0.32% | +97.6% |
| Q3 2016 | $1,878,000 | +3.4% | 34,955 | -2.7% | 0.16% | +1.2% |
| Q2 2016 | $1,816,000 | -7.6% | 35,931 | -5.1% | 0.16% | -13.8% |
| Q1 2016 | $1,965,000 | -45.6% | 37,855 | -43.6% | 0.19% | -46.7% |
| Q4 2015 | $3,614,000 | +2.9% | 67,170 | +4.5% | 0.35% | -4.1% |
| Q3 2015 | $3,513,000 | -32.1% | 64,285 | -23.4% | 0.37% | -26.7% |
| Q2 2015 | $5,170,000 | +46.9% | 83,945 | +57.7% | 0.50% | +47.2% |
| Q1 2015 | $3,520,000 | – | 53,220 | – | 0.34% | – |
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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% |