WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 204 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $781,290 | +26.9% | 19,779 | +163.0% | 0.01% | +25.0% |
| Q2 2023 | $615,668 | +36.0% | 7,520 | +36.6% | 0.00% | +33.3% |
| Q1 2023 | $452,663 | +9.2% | 5,506 | -7.1% | 0.00% | 0.0% |
| Q4 2022 | $414,526 | +63.2% | 5,925 | +44.8% | 0.00% | 0.0% |
| Q3 2022 | $254,000 | -5.9% | 4,091 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $270,000 | -40.3% | 4,122 | -32.9% | 0.00% | -40.0% |
| Q1 2022 | $452,000 | +37.0% | 6,139 | +49.0% | 0.01% | +25.0% |
| Q4 2021 | $330,000 | +1.5% | 4,119 | -3.5% | 0.00% | 0.0% |
| Q3 2021 | $325,000 | -12.4% | 4,268 | -12.2% | 0.00% | -20.0% |
| Q2 2021 | $371,000 | +19.7% | 4,863 | +14.0% | 0.01% | -28.6% |
| Q1 2021 | $310,000 | +9.5% | 4,265 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $283,000 | -1.4% | 4,265 | -8.2% | 0.01% | 0.0% |
| Q3 2020 | $287,000 | -11.7% | 4,645 | -13.2% | 0.01% | -22.2% |
| Q2 2020 | $325,000 | +18.6% | 5,349 | +0.0% | 0.01% | 0.0% |
| Q1 2020 | $274,000 | -65.7% | 5,347 | -52.7% | 0.01% | -57.1% |
| Q4 2019 | $799,000 | +8.1% | 11,304 | +2.8% | 0.02% | -4.5% |
| Q3 2019 | $739,000 | -6.5% | 10,998 | -7.8% | 0.02% | -8.3% |
| Q2 2019 | $790,000 | +3.5% | 11,924 | +0.1% | 0.02% | -4.0% |
| Q1 2019 | $763,000 | +0.7% | 11,912 | -11.5% | 0.02% | -13.8% |
| Q4 2018 | $758,000 | -13.8% | 13,463 | -3.1% | 0.03% | -6.5% |
| Q3 2018 | $879,000 | +75.1% | 13,890 | +73.1% | 0.03% | +40.9% |
| Q1 2018 | $502,000 | +7.0% | 8,024 | +9.0% | 0.02% | +10.0% |
| Q4 2017 | $469,000 | -9.1% | 7,364 | -7.8% | 0.02% | -13.0% |
| Q3 2017 | $516,000 | +3.0% | 7,987 | -1.2% | 0.02% | -4.2% |
| Q2 2017 | $501,000 | +6.1% | 8,088 | +7.6% | 0.02% | +9.1% |
| Q1 2017 | $472,000 | +69.2% | 7,517 | +53.3% | 0.02% | +57.1% |
| Q4 2016 | $279,000 | -29.5% | 4,903 | -33.4% | 0.01% | -6.7% |
| Q3 2016 | $396,000 | +22.6% | 7,360 | +15.2% | 0.02% | -21.1% |
| Q2 2016 | $323,000 | -43.4% | 6,387 | -41.9% | 0.02% | -47.2% |
| Q1 2016 | $571,000 | -33.5% | 11,001 | -31.2% | 0.04% | -34.5% |
| Q4 2015 | $859,000 | +12.7% | 15,981 | +13.6% | 0.06% | +5.8% |
| Q3 2015 | $762,000 | -17.3% | 14,071 | +1.2% | 0.05% | -11.9% |
| Q2 2015 | $921,000 | 0.0% | 13,907 | 0.0% | 0.06% | 0.0% |
| Q1 2015 | $921,000 | – | 13,907 | – | 0.06% | – |
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% |