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 | $794,000 | -16.8% | 20,071 | +72.3% | 0.00% | -50.0% |
| Q2 2023 | $954,000 | +22.6% | 11,646 | +23.2% | 0.00% | 0.0% |
| Q1 2023 | $778,000 | +6.4% | 9,454 | -9.6% | 0.00% | 0.0% |
| Q4 2022 | $731,000 | +20.2% | 10,458 | +6.5% | 0.00% | 0.0% |
| Q3 2022 | $608,000 | -5.6% | 9,819 | -0.0% | 0.00% | 0.0% |
| Q2 2022 | $644,000 | -10.9% | 9,822 | -0.0% | 0.00% | 0.0% |
| Q1 2022 | $723,000 | -7.5% | 9,824 | +1.0% | 0.00% | 0.0% |
| Q4 2021 | $782,000 | -9.8% | 9,726 | -14.5% | 0.00% | 0.0% |
| Q3 2021 | $867,000 | -13.6% | 11,381 | -13.3% | 0.00% | -33.3% |
| Q2 2021 | $1,003,000 | +11.3% | 13,122 | +6.1% | 0.00% | 0.0% |
| Q1 2021 | $901,000 | +47.0% | 12,364 | +24.4% | 0.00% | 0.0% |
| Q3 2020 | $613,000 | -56.9% | 9,941 | -57.6% | 0.00% | -62.5% |
| Q2 2020 | $1,421,000 | -30.8% | 23,469 | -41.4% | 0.01% | -38.5% |
| Q1 2020 | $2,054,000 | -54.1% | 40,023 | -36.9% | 0.01% | -50.0% |
| Q4 2019 | $4,478,000 | +0.1% | 63,439 | -4.7% | 0.03% | +8.3% |
| Q3 2019 | $4,473,000 | +1.9% | 66,533 | +0.2% | 0.02% | -7.7% |
| Q2 2019 | $4,390,000 | +7.2% | 66,369 | +3.5% | 0.03% | -3.7% |
| Q1 2019 | $4,097,000 | +10.7% | 64,107 | -2.2% | 0.03% | -3.6% |
| Q4 2018 | $3,702,000 | -17.7% | 65,565 | -7.9% | 0.03% | -12.5% |
| Q3 2018 | $4,498,000 | -3.6% | 71,184 | -3.7% | 0.03% | -13.5% |
| Q2 2018 | $4,665,000 | -5.9% | 73,928 | -6.4% | 0.04% | -11.9% |
| Q1 2018 | $4,957,000 | -42.0% | 78,964 | -41.1% | 0.04% | -40.0% |
| Q4 2017 | $8,550,000 | -0.9% | 134,132 | +0.6% | 0.07% | -5.4% |
| Q3 2017 | $8,625,000 | -29.1% | 133,336 | -31.8% | 0.07% | -32.1% |
| Q2 2017 | $12,165,000 | -6.6% | 195,428 | -5.9% | 0.11% | -12.8% |
| Q1 2017 | $13,030,000 | +67.6% | 207,607 | +53.4% | 0.12% | +48.8% |
| Q4 2016 | $7,775,000 | +19.4% | 135,338 | +11.9% | 0.08% | +12.0% |
| Q3 2016 | $6,512,000 | +7.9% | 120,959 | +1.5% | 0.08% | -1.3% |
| Q2 2016 | $6,037,000 | -49.7% | 119,223 | -48.4% | 0.08% | +94.9% |
| Q1 2016 | $12,001,000 | -46.1% | 231,061 | -44.2% | 0.04% | -85.3% |
| Q4 2015 | $22,269,000 | -1.3% | 413,799 | +0.1% | 0.26% | -11.4% |
| Q3 2015 | $22,572,000 | -14.7% | 413,296 | -3.8% | 0.30% | -29.5% |
| Q2 2015 | $26,470,000 | -13.6% | 429,776 | -6.1% | 0.42% | -7.0% |
| Q1 2015 | $30,629,000 | +128.0% | 457,756 | +86.9% | 0.46% | +121.4% |
| Q4 2014 | $13,433,000 | +58.5% | 244,951 | +67.0% | 0.21% | +44.1% |
| Q3 2014 | $8,473,000 | +49.9% | 146,638 | +51.9% | 0.14% | +45.9% |
| Q2 2014 | $5,652,000 | +36.6% | 96,531 | +31.9% | 0.10% | +21.0% |
| Q1 2014 | $4,138,000 | +98.7% | 73,178 | +97.5% | 0.08% | +88.4% |
| Q4 2013 | $2,083,000 | +117.9% | 37,053 | +106.1% | 0.04% | +79.2% |
| Q3 2013 | $956,000 | – | 17,980 | – | 0.02% | – |
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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% |