VICUS CAPITAL - WISDOMTREE TR ownership

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
VICUS CAPITAL ownership history of WISDOMTREE TR
ValueSharesWeighting
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$653,00013,5880.30%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Permanens Capital L.P. 503,187$36,612,0007.52%
Wealthgate Family Office, LLC 55,784$4,059,0005.52%
J.Safra Asset Management Corp 129,941$9,455,0004.42%
Private Portfolio Partners LLC 71,666$5,214,4431.69%
Activest Wealth Management 20,421$1,486,0001.22%
CONDOR CAPITAL MANAGEMENT 94,146$6,850,0000.81%
LAKE STREET PRIVATE WEALTH, LLC 31,609$2,300,0000.64%
BTR CAPITAL MANAGEMENT INC 57,526$4,186,0000.61%
Psagot Value Holdings Ltd. 231,173$16,820,0000.38%
Livingston Group Asset Management CO (operating as Southport Capital Management) 19,723$1,435,0000.38%
View complete list of WISDOMTREE TR shareholders