WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 312 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4 | -50.0% | 110 | +13.4% | 0.00% | – |
| Q2 2023 | $8 | -42.9% | 97 | -41.2% | 0.00% | – |
| Q1 2023 | $14 | +16.7% | 165 | 0.0% | 0.00% | – |
| Q4 2022 | $12 | -99.9% | 165 | 0.0% | 0.00% | – |
| Q3 2022 | $10,000 | -23.1% | 165 | -19.5% | 0.00% | – |
| Q2 2022 | $13,000 | -35.0% | 205 | -25.5% | 0.00% | – |
| Q1 2022 | $20,000 | -9.1% | 275 | -1.1% | 0.00% | – |
| Q4 2021 | $22,000 | +4.8% | 278 | 0.0% | 0.00% | – |
| Q3 2021 | $21,000 | +16.7% | 278 | +15.4% | 0.00% | – |
| Q2 2021 | $18,000 | +5.9% | 241 | +0.4% | 0.00% | – |
| Q1 2021 | $17,000 | -29.2% | 240 | -32.4% | 0.00% | – |
| Q4 2020 | $24,000 | -31.4% | 355 | -37.4% | 0.00% | – |
| Q3 2020 | $35,000 | -40.7% | 567 | -41.4% | 0.00% | -100.0% |
| Q2 2020 | $59,000 | +47.5% | 967 | +24.6% | 0.00% | 0.0% |
| Q1 2020 | $40,000 | -81.5% | 776 | -74.6% | 0.00% | -75.0% |
| Q4 2019 | $216,000 | +21.3% | 3,060 | +15.0% | 0.00% | 0.0% |
| Q3 2019 | $178,000 | +7.2% | 2,662 | +6.1% | 0.00% | 0.0% |
| Q2 2019 | $166,000 | -16.6% | 2,509 | -19.3% | 0.00% | -20.0% |
| Q1 2019 | $199,000 | -55.1% | 3,108 | -60.4% | 0.01% | -50.0% |
| Q4 2018 | $443,000 | -81.3% | 7,844 | -79.1% | 0.01% | -79.6% |
| Q3 2018 | $2,372,000 | -5.2% | 37,501 | -5.3% | 0.05% | -16.9% |
| Q2 2018 | $2,501,000 | -10.6% | 39,617 | -11.2% | 0.06% | -10.6% |
| Q1 2018 | $2,798,000 | -20.6% | 44,618 | -19.4% | 0.07% | -24.1% |
| Q4 2017 | $3,525,000 | -9.9% | 55,330 | -22.8% | 0.09% | -6.5% |
| Q3 2017 | $3,914,000 | -20.2% | 71,634 | -8.5% | 0.09% | -16.2% |
| Q2 2017 | $4,904,000 | +17.1% | 78,279 | +17.3% | 0.11% | +11.0% |
| Q1 2017 | $4,187,000 | +22.2% | 66,745 | +11.8% | 0.10% | +14.9% |
| Q4 2016 | $3,427,000 | +1322.0% | 59,684 | +1229.6% | 0.09% | +1142.9% |
| Q3 2016 | $241,000 | -11.4% | 4,489 | -16.7% | 0.01% | -12.5% |
| Q2 2016 | $272,000 | +56.3% | 5,388 | +60.5% | 0.01% | +60.0% |
| Q1 2016 | $174,000 | -52.2% | 3,356 | -50.4% | 0.01% | -50.0% |
| Q4 2015 | $364,000 | – | 6,765 | – | 0.01% | – |
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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% |