WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 331 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,128,514 | -28.5% | 231,102 | +48.1% | 0.00% | -33.3% |
Q2 2023 | $12,774,028 | -25.7% | 156,028 | -25.4% | 0.01% | -25.0% |
Q1 2023 | $17,183,500 | +157.0% | 209,020 | +118.7% | 0.01% | +166.7% |
Q4 2022 | $6,686,610 | +12.7% | 95,578 | +0.2% | 0.00% | 0.0% |
Q3 2022 | $5,932,000 | -4.6% | 95,366 | +0.6% | 0.00% | 0.0% |
Q2 2022 | $6,215,000 | -8.5% | 94,827 | +2.8% | 0.00% | 0.0% |
Q1 2022 | $6,789,000 | +374.8% | 92,251 | +417.3% | 0.00% | +200.0% |
Q4 2021 | $1,430,000 | +2.7% | 17,833 | -2.7% | 0.00% | 0.0% |
Q3 2021 | $1,393,000 | -1.3% | 18,319 | -1.1% | 0.00% | 0.0% |
Q2 2021 | $1,412,000 | -1.5% | 18,524 | -5.9% | 0.00% | 0.0% |
Q1 2021 | $1,433,000 | +10.5% | 19,694 | +0.7% | 0.00% | 0.0% |
Q4 2020 | $1,297,000 | +2.9% | 19,565 | -4.2% | 0.00% | 0.0% |
Q3 2020 | $1,261,000 | -42.6% | 20,415 | -43.6% | 0.00% | -50.0% |
Q2 2020 | $2,196,000 | -73.5% | 36,180 | -77.6% | 0.00% | -80.0% |
Q1 2020 | $8,290,000 | -29.2% | 161,794 | -2.4% | 0.01% | -16.7% |
Q4 2019 | $11,706,000 | -2.4% | 165,836 | -7.0% | 0.01% | -7.7% |
Q3 2019 | $11,994,000 | +3.9% | 178,244 | +2.1% | 0.01% | -13.3% |
Q2 2019 | $11,547,000 | +4.7% | 174,510 | +1.1% | 0.02% | 0.0% |
Q1 2019 | $11,027,000 | +2.1% | 172,543 | -9.8% | 0.02% | -11.8% |
Q4 2018 | $10,802,000 | +149.0% | 191,385 | +178.8% | 0.02% | +112.5% |
Q3 2018 | $4,339,000 | -61.7% | 68,634 | -61.7% | 0.01% | -69.2% |
Q2 2018 | $11,329,000 | -3.7% | 179,435 | -2.6% | 0.03% | -21.2% |
Q1 2018 | $11,760,000 | +38.2% | 184,142 | +37.9% | 0.03% | +73.7% |
Q4 2017 | $8,509,000 | +16.2% | 133,546 | +18.0% | 0.02% | +5.6% |
Q3 2017 | $7,324,000 | +2.8% | 113,128 | -1.0% | 0.02% | -10.0% |
Q2 2017 | $7,125,000 | -14.3% | 114,306 | -13.6% | 0.02% | -25.9% |
Q1 2017 | $8,311,000 | -57.5% | 132,325 | -61.2% | 0.03% | -62.0% |
Q4 2016 | $19,563,000 | -7.7% | 340,789 | -13.6% | 0.07% | -13.4% |
Q3 2016 | $21,200,000 | -77.7% | 394,499 | -79.0% | 0.08% | -78.3% |
Q2 2016 | $94,876,000 | -31.1% | 1,877,617 | -29.2% | 0.38% | -36.3% |
Q1 2016 | $137,702,000 | -5.3% | 2,652,192 | -1.8% | 0.59% | -10.2% |
Q4 2015 | $145,346,000 | -5.2% | 2,701,099 | -3.7% | 0.66% | -13.3% |
Q3 2015 | $153,296,000 | -2.5% | 2,805,043 | +9.9% | 0.76% | +1.7% |
Q2 2015 | $157,247,000 | +11.0% | 2,553,119 | +19.2% | 0.75% | +2.0% |
Q1 2015 | $141,696,000 | +110.1% | 2,142,370 | +76.7% | 0.73% | +6.9% |
Q4 2014 | $67,443,000 | +3943.3% | 1,212,574 | +4099.5% | 0.69% | +3935.3% |
Q3 2014 | $1,668,000 | -70.0% | 28,874 | -69.7% | 0.02% | -70.7% |
Q2 2014 | $5,567,000 | +4117.4% | 95,270 | +3976.6% | 0.06% | +5700.0% |
Q1 2014 | $132,000 | -21.0% | 2,337 | -21.3% | 0.00% | -50.0% |
Q4 2013 | $167,000 | +38.0% | 2,971 | +31.0% | 0.00% | +100.0% |
Q3 2013 | $121,000 | -49.8% | 2,268 | -54.8% | 0.00% | -66.7% |
Q2 2013 | $241,000 | – | 5,014 | – | 0.00% | – |
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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% |