WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 297 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $955,400 | -3.5% | 24,187 | +100.0% | 0.07% | -1.4% |
| Q2 2023 | $990,134 | -0.9% | 12,093 | -0.5% | 0.07% | -5.2% |
| Q1 2023 | $999,122 | +16.1% | 12,153 | -1.2% | 0.08% | -3.8% |
| Q4 2022 | $860,738 | +12.2% | 12,303 | -0.2% | 0.08% | +8.1% |
| Q3 2022 | $767,000 | -6.8% | 12,332 | -1.8% | 0.07% | -8.6% |
| Q2 2022 | $823,000 | -10.8% | 12,561 | +0.1% | 0.08% | -6.9% |
| Q1 2022 | $923,000 | -8.3% | 12,548 | +0.0% | 0.09% | +4.8% |
| Q4 2021 | $1,006,000 | +5.5% | 12,547 | +0.0% | 0.08% | -2.4% |
| Q3 2021 | $954,000 | -0.2% | 12,544 | +0.0% | 0.08% | -2.3% |
| Q2 2021 | $956,000 | -64.2% | 12,543 | -66.8% | 0.09% | -81.8% |
| Q4 2019 | $2,670,000 | +5.0% | 37,823 | +0.1% | 0.48% | -3.6% |
| Q3 2019 | $2,542,000 | +2.7% | 37,779 | +1.1% | 0.50% | +2.5% |
| Q2 2019 | $2,474,000 | +3.6% | 37,382 | 0.0% | 0.48% | +4.3% |
| Q1 2019 | $2,389,000 | -1.7% | 37,382 | -13.2% | 0.46% | -17.1% |
| Q4 2018 | $2,431,000 | -67.5% | 43,079 | -63.6% | 0.56% | -63.2% |
| Q3 2018 | $7,480,000 | +0.1% | 118,316 | 0.0% | 1.52% | -3.7% |
| Q2 2018 | $7,470,000 | -0.2% | 118,316 | -0.9% | 1.58% | -1.1% |
| Q1 2018 | $7,485,000 | -4.5% | 119,340 | +0.1% | 1.60% | +4.8% |
| Q4 2017 | $7,837,000 | -8.9% | 119,192 | -10.3% | 1.52% | -14.9% |
| Q3 2017 | $8,598,000 | +5.4% | 132,884 | +1.6% | 1.79% | -1.2% |
| Q2 2017 | $8,155,000 | +10.3% | 130,834 | +11.1% | 1.81% | +4.3% |
| Q1 2017 | $7,396,000 | +3.8% | 117,752 | -5.1% | 1.74% | -3.1% |
| Q4 2016 | $7,125,000 | +45.6% | 124,124 | +36.3% | 1.79% | +61.5% |
| Q3 2016 | $4,894,000 | -17.8% | 91,064 | -22.7% | 1.11% | -23.5% |
| Q2 2016 | $5,951,000 | -29.1% | 117,778 | -27.1% | 1.45% | -27.0% |
| Q1 2016 | $8,389,000 | +15.1% | 161,571 | +19.3% | 1.99% | -52.3% |
| Q4 2015 | $7,287,000 | +2.0% | 135,418 | +3.6% | 4.17% | -17.8% |
| Q3 2015 | $7,146,000 | +656.2% | 130,756 | +670.0% | 5.08% | +395.3% |
| Q4 2014 | $945,000 | – | 16,982 | – | 1.02% | – |
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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% |