WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $503,000 | +40.5% | 6,616 | +41.0% | 0.08% | +41.4% |
| Q2 2021 | $358,000 | -83.9% | 4,693 | -85.8% | 0.06% | -81.3% |
| Q3 2019 | $2,227,000 | +21.0% | 33,093 | +19.0% | 0.31% | +20.2% |
| Q2 2019 | $1,841,000 | -0.2% | 27,819 | -3.6% | 0.26% | -11.6% |
| Q1 2019 | $1,844,000 | +10.2% | 28,851 | -2.6% | 0.29% | -2.0% |
| Q4 2018 | $1,673,000 | -11.2% | 29,636 | -0.6% | 0.30% | -1.7% |
| Q3 2018 | $1,885,000 | +83.7% | 29,813 | +83.6% | 0.30% | +79.3% |
| Q2 2018 | $1,026,000 | +31.0% | 16,242 | +30.1% | 0.17% | +25.2% |
| Q1 2018 | $783,000 | +82.1% | 12,489 | +85.1% | 0.14% | +80.0% |
| Q4 2017 | $430,000 | -5.9% | 6,746 | -4.5% | 0.08% | -14.8% |
| Q3 2017 | $457,000 | -5.6% | 7,065 | -9.0% | 0.09% | -11.1% |
| Q2 2017 | $484,000 | -9.5% | 7,768 | -8.7% | 0.10% | -13.9% |
| Q1 2017 | $535,000 | -16.8% | 8,511 | -24.1% | 0.12% | -19.6% |
| Q4 2016 | $643,000 | -53.4% | 11,207 | -56.4% | 0.14% | -54.5% |
| Q3 2016 | $1,381,000 | -54.9% | 25,707 | -57.5% | 0.31% | -57.7% |
| Q2 2016 | $3,060,000 | -7.6% | 60,551 | -5.0% | 0.74% | -0.7% |
| Q1 2016 | $3,311,000 | -7.9% | 63,763 | -4.6% | 0.75% | -18.2% |
| Q4 2015 | $3,595,000 | -5.7% | 66,811 | +39.3% | 0.91% | -9.7% |
| Q3 2015 | $3,814,000 | +34.1% | 47,969 | +3.8% | 1.01% | +36.4% |
| Q2 2015 | $2,845,000 | +17.8% | 46,198 | +26.5% | 0.74% | +59.0% |
| Q1 2015 | $2,415,000 | +44.0% | 36,509 | +21.1% | 0.47% | -4.1% |
| Q4 2014 | $1,677,000 | +34.8% | 30,145 | +40.0% | 0.49% | +18.2% |
| Q3 2014 | $1,244,000 | +5.4% | 21,531 | +6.6% | 0.41% | +8.2% |
| Q2 2014 | $1,180,000 | +15.3% | 20,196 | +11.7% | 0.38% | +9.5% |
| Q1 2014 | $1,023,000 | +6.9% | 18,085 | +6.2% | 0.35% | -3.9% |
| Q4 2013 | $957,000 | +42.4% | 17,034 | +34.7% | 0.36% | +22.8% |
| Q3 2013 | $672,000 | +2.9% | 12,642 | -7.0% | 0.29% | -2.3% |
| Q2 2013 | $653,000 | – | 13,588 | – | 0.30% | – |
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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% |