CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 187 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$58,000
-10.8%
8860.0%0.00%
Q1 2022$65,000
-8.5%
8860.0%0.00%
Q4 2021$71,000
+6.0%
8860.0%0.00%
-100.0%
Q3 2021$67,000
-1.5%
8860.0%0.00%0.0%
Q2 2021$68,000
+11.5%
886
+6.4%
0.00%0.0%
Q1 2021$61,000
+19.6%
833
+7.8%
0.00%0.0%
Q4 2020$51,000
-32.9%
773
-37.1%
0.00%0.0%
Q3 2020$76,000
+2.7%
1,229
+0.1%
0.00%0.0%
Q2 2020$74,0000.0%1,228
-18.3%
0.00%
-50.0%
Q1 2020$74,000
-24.5%
1,503
+3.5%
0.00%
-33.3%
Q3 2019$98,000
+14.0%
1,452
+12.3%
0.00%0.0%
Q2 2019$86,000
+3.6%
1,2930.0%0.00%0.0%
Q1 2019$83,000
+29.7%
1,293
+14.2%
0.00%0.0%
Q4 2018$64,000
+18.5%
1,132
+32.4%
0.00%
+50.0%
Q3 2018$54,0000.0%8550.0%0.00%
-33.3%
Q2 2018$54,0000.0%855
-2.3%
0.00%0.0%
Q1 2018$54,000
+285.7%
875
+297.7%
0.00%
+200.0%
Q4 2017$14,000
-54.8%
220
-55.1%
0.00%0.0%
Q3 2017$31,000
+121.4%
490
+122.7%
0.00%
-50.0%
Q2 2017$14,000
+27.3%
220
+10.0%
0.00%
+100.0%
Q4 2016$11,000
-98.9%
200
-99.0%
0.00%
-99.1%
Q3 2016$986,000
-0.8%
19,513
-0.8%
0.11%
+0.9%
Q2 2016$994,000
-29.6%
19,676
-27.6%
0.11%
-26.2%
Q1 2016$1,411,000
-2.6%
27,180
+1.0%
0.15%
-3.9%
Q4 2015$1,448,000
+5692.0%
26,915
+5881.1%
0.16%
+5066.7%
Q3 2015$25,000
-76.2%
450
-73.7%
0.00%
-82.4%
Q2 2015$105,000
-99.8%
1,712
+163.4%
0.02%
+112.5%
Q1 2015$43,023,0006500.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders