WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 190 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 4.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,184,755 | +3.6% | 485,690 | +114.7% | 0.01% | 0.0% |
| Q2 2023 | $18,518,503 | +170.7% | 226,194 | +171.8% | 0.01% | +100.0% |
| Q1 2023 | $6,841,352 | -76.1% | 83,218 | -79.6% | 0.00% | -76.9% |
| Q4 2022 | $28,570,335 | +168.4% | 408,381 | +138.7% | 0.01% | +160.0% |
| Q3 2022 | $10,643,000 | -48.2% | 171,117 | -45.4% | 0.01% | -44.4% |
| Q2 2022 | $20,544,000 | +20.8% | 313,464 | +35.6% | 0.01% | +80.0% |
| Q1 2022 | $17,013,000 | +953.4% | 231,193 | +1047.1% | 0.01% | – |
| Q4 2021 | $1,615,000 | -27.1% | 20,154 | -30.7% | 0.00% | – |
| Q3 2021 | $2,214,000 | +36.3% | 29,098 | +36.6% | 0.00% | -100.0% |
| Q2 2021 | $1,624,000 | -53.6% | 21,300 | -55.7% | 0.00% | -50.0% |
| Q1 2021 | $3,500,000 | -50.0% | 48,096 | -54.5% | 0.00% | -50.0% |
| Q4 2020 | $7,003,000 | -13.2% | 105,632 | -19.2% | 0.00% | -20.0% |
| Q3 2020 | $8,069,000 | -43.9% | 130,675 | -44.8% | 0.01% | -50.0% |
| Q2 2020 | $14,377,000 | -22.3% | 236,815 | -34.4% | 0.01% | -44.4% |
| Q1 2020 | $18,494,000 | -41.0% | 360,923 | -18.7% | 0.02% | -58.1% |
| Q4 2019 | $31,337,000 | +95.2% | 443,942 | +86.1% | 0.04% | +65.4% |
| Q3 2019 | $16,056,000 | +17.9% | 238,600 | +15.9% | 0.03% | +8.3% |
| Q2 2019 | $13,619,000 | +405.0% | 205,822 | +387.7% | 0.02% | +500.0% |
| Q1 2019 | $2,697,000 | -52.6% | 42,200 | -58.1% | 0.00% | -66.7% |
| Q4 2018 | $5,690,000 | -30.8% | 100,805 | -22.4% | 0.01% | -29.4% |
| Q3 2018 | $8,217,000 | -77.3% | 129,971 | -77.4% | 0.02% | -80.0% |
| Q2 2018 | $36,257,000 | +7.5% | 574,233 | +6.8% | 0.08% | -2.3% |
| Q1 2018 | $33,720,000 | -39.7% | 537,631 | -38.8% | 0.09% | -46.0% |
| Q4 2017 | $55,946,000 | +504.7% | 878,132 | +514.1% | 0.16% | +436.7% |
| Q3 2017 | $9,252,000 | -92.2% | 143,000 | -92.5% | 0.03% | -92.8% |
| Q2 2017 | $118,990,000 | +1052.1% | 1,909,037 | +1060.9% | 0.42% | +806.5% |
| Q1 2017 | $10,328,000 | -90.8% | 164,438 | -91.6% | 0.05% | -90.6% |
| Q4 2016 | $112,546,000 | +76.0% | 1,960,745 | +64.7% | 0.49% | +60.1% |
| Q3 2016 | $63,961,000 | -18.6% | 1,190,178 | -23.5% | 0.31% | -21.3% |
| Q2 2016 | $78,565,000 | +325.4% | 1,554,821 | +337.1% | 0.39% | +277.7% |
| Q1 2016 | $18,470,000 | -91.2% | 355,736 | -90.8% | 0.10% | -92.1% |
| Q4 2015 | $208,800,000 | +25.6% | 3,880,327 | +27.5% | 1.30% | +24.8% |
| Q3 2015 | $166,273,000 | +115.1% | 3,042,519 | +142.5% | 1.04% | +108.4% |
| Q2 2015 | $77,289,000 | -37.2% | 1,254,900 | -32.5% | 0.50% | -47.5% |
| Q1 2015 | $123,014,000 | +692.2% | 1,859,899 | +566.2% | 0.95% | +713.7% |
| Q4 2014 | $15,529,000 | +141.1% | 279,194 | +150.5% | 0.12% | +77.3% |
| Q3 2014 | $6,441,000 | – | 111,467 | – | 0.07% | – |
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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% |