UBS Group AG - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 178 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS Group AG ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$46,568,170
-4.3%
1,178,941
+98.4%
0.02%0.0%
Q2 2023$48,647,728
+11.1%
594,207
+11.6%
0.02%0.0%
Q1 2023$43,781,675
+28.0%
532,559
+8.9%
0.02%
+23.1%
Q4 2022$34,213,659
-0.9%
489,046
-11.9%
0.01%
-13.3%
Q3 2022$34,534,000
-7.5%
555,208
-2.5%
0.02%0.0%
Q2 2022$37,338,000
-15.4%
569,707
-5.0%
0.02%0.0%
Q1 2022$44,134,000
-26.7%
599,718
-20.2%
0.02%
-11.8%
Q4 2021$60,219,000
+6.4%
751,249
+1.0%
0.02%
-5.6%
Q3 2021$56,592,000
+9.8%
744,037
+10.0%
0.02%
+5.9%
Q2 2021$51,556,000
+4.8%
676,148
+0.0%
0.02%
+6.2%
Q1 2021$49,180,000
-1.2%
675,932
-9.9%
0.02%
-5.9%
Q4 2020$49,762,000
+7.4%
750,550
+0.1%
0.02%0.0%
Q3 2020$46,320,000
-6.0%
750,117
-7.6%
0.02%
-19.0%
Q2 2020$49,274,000
-1.6%
811,620
-16.9%
0.02%
-12.5%
Q1 2020$50,063,000
-48.6%
977,017
-29.2%
0.02%
-29.4%
Q4 2019$97,404,000
-7.0%
1,379,860
-11.3%
0.03%
-15.0%
Q3 2019$104,685,000
+10.2%
1,555,716
+8.3%
0.04%
+8.1%
Q2 2019$95,020,000
-5.5%
1,435,997
-8.7%
0.04%
-11.9%
Q1 2019$100,506,000
-12.9%
1,572,617
-23.1%
0.04%
-19.2%
Q4 2018$115,383,000
-23.2%
2,044,350
-13.9%
0.05%
-13.3%
Q3 2018$150,141,000
-2.5%
2,374,908
-2.6%
0.06%
-10.4%
Q2 2018$153,939,000
-12.1%
2,438,057
-12.7%
0.07%
-11.8%
Q1 2018$175,187,000
-16.9%
2,793,162
-15.6%
0.08%
-12.6%
Q4 2017$210,832,000
+6.3%
3,309,238
+7.9%
0.09%
-5.4%
Q3 2017$198,340,000
+5.7%
3,065,538
+1.8%
0.09%
-5.2%
Q2 2017$187,623,000
-17.2%
3,010,171
-16.5%
0.10%
-21.8%
Q1 2017$226,539,000
+4.3%
3,606,728
-4.7%
0.12%
+3.3%
Q4 2016$217,250,000
-17.3%
3,784,852
-22.6%
0.12%
-23.6%
Q3 2016$262,850,000
-19.5%
4,891,145
-24.3%
0.16%
-23.4%
Q2 2016$326,347,000
-32.3%
6,458,473
-30.5%
0.20%
-36.5%
Q1 2016$482,384,000
-34.8%
9,290,923
-32.4%
0.32%
-32.7%
Q4 2015$739,338,000
-8.2%
13,739,803
-6.8%
0.48%
-15.8%
Q3 2015$805,441,000
-15.4%
14,738,174
-4.6%
0.57%
-10.0%
Q2 2015$951,815,000
+24.6%
15,454,054
+33.8%
0.63%
+20.1%
Q1 2015$763,702,000
+224.7%
11,546,747
+173.1%
0.53%
+221.3%
Q4 2014$235,192,0004,228,5440.16%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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