WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.07 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,672 | -3.5% | 5,536 | +100.0% | 0.02% | +4.5% |
| Q2 2023 | $226,616 | -0.4% | 2,768 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $227,557 | -5.6% | 2,768 | -28.4% | 0.02% | -32.4% |
| Q3 2022 | $241,000 | -5.1% | 3,868 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $254,000 | -41.2% | 3,868 | -34.1% | 0.03% | -30.6% |
| Q1 2022 | $432,000 | -8.1% | 5,868 | 0.0% | 0.05% | -3.9% |
| Q4 2021 | $470,000 | -2.9% | 5,868 | -7.9% | 0.05% | +466.7% |
| Q3 2021 | $484,000 | -19.9% | 6,368 | -19.6% | 0.01% | -87.7% |
| Q2 2021 | $604,000 | +114.9% | 7,918 | +104.7% | 0.07% | +97.3% |
| Q1 2021 | $281,000 | +8.9% | 3,868 | -0.6% | 0.04% | 0.0% |
| Q4 2020 | $258,000 | -99.9% | 3,893 | -1.0% | 0.04% | -9.8% |
| Q3 2020 | $242,863,000 | +101516.3% | 3,933 | -0.3% | 0.04% | -8.9% |
| Q2 2020 | $239,000 | +18.3% | 3,943 | 0.0% | 0.04% | -4.3% |
| Q1 2020 | $202,000 | -99.9% | 3,943 | -15.6% | 0.05% | -17.5% |
| Q4 2019 | $329,867,000 | +97205.9% | 4,673 | -7.2% | 0.06% | -13.6% |
| Q3 2019 | $339,000 | +3.7% | 5,036 | +1.9% | 0.07% | 0.0% |
| Q2 2019 | $327,000 | +3.5% | 4,943 | 0.0% | 0.07% | +3.1% |
| Q1 2019 | $316,000 | -28.8% | 4,943 | -37.2% | 0.06% | -37.3% |
| Q4 2018 | $444,000 | -9.6% | 7,868 | -5.7% | 0.10% | +3.0% |
| Q3 2018 | $491,000 | -70.3% | 8,348 | -68.2% | 0.10% | -68.0% |
| Q2 2018 | $1,655,000 | +0.3% | 26,211 | -0.4% | 0.31% | -4.0% |
| Q1 2018 | $1,650,000 | -23.0% | 26,306 | -21.8% | 0.32% | -20.1% |
| Q4 2017 | $2,143,000 | +3.2% | 33,641 | +4.8% | 0.40% | -2.2% |
| Q3 2017 | $2,076,000 | +2.4% | 32,086 | +0.1% | 0.41% | +6.2% |
| Q2 2017 | $2,028,000 | -10.9% | 32,066 | -11.6% | 0.39% | -15.7% |
| Q1 2017 | $2,277,000 | +10.3% | 36,256 | +0.8% | 0.46% | +5.7% |
| Q4 2016 | $2,065,000 | +3.0% | 35,983 | -3.6% | 0.44% | -0.7% |
| Q3 2016 | $2,005,000 | -0.7% | 37,308 | -6.7% | 0.44% | -0.2% |
| Q2 2016 | $2,020,000 | +3.7% | 39,983 | +6.6% | 0.44% | +2.6% |
| Q1 2016 | $1,948,000 | +10.2% | 37,519 | +14.2% | 0.43% | +6.5% |
| Q4 2015 | $1,768,000 | -1.0% | 32,855 | +0.6% | 0.40% | -1.5% |
| Q3 2015 | $1,785,000 | -22.5% | 32,669 | -12.6% | 0.41% | -9.5% |
| Q2 2015 | $2,303,000 | +1.5% | 37,396 | +9.0% | 0.45% | +3.4% |
| Q1 2015 | $2,268,000 | +89.2% | 34,296 | +59.1% | 0.44% | +79.4% |
| Q4 2014 | $1,199,000 | +18.1% | 21,556 | +22.7% | 0.24% | +8.0% |
| Q3 2014 | $1,015,000 | – | 17,571 | – | 0.22% | – |
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% |