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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $67,172 | +80830.1% | 1,019 | -19.1% | 0.00% | +50.0% |
| Q4 2022 | $83 | -99.9% | 1,259 | -42.7% | 0.00% | -50.0% |
| Q3 2022 | $145,000 | +68.6% | 2,197 | +69.4% | 0.00% | +33.3% |
| Q2 2022 | $86,000 | -8.5% | 1,297 | -8.4% | 0.00% | +200.0% |
| Q1 2022 | $94,000 | +840.0% | 1,416 | +1089.9% | 0.00% | – |
| Q4 2021 | $10,000 | +11.1% | 119 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 119 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 119 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | +12.5% | 119 | 0.0% | 0.00% | – |
| Q4 2020 | $8,000 | +14.3% | 119 | 0.0% | 0.00% | – |
| Q3 2020 | $7,000 | -72.0% | 119 | -71.6% | 0.00% | -100.0% |
| Q2 2020 | $25,000 | +8.7% | 419 | -2.6% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -88.0% | 430 | -84.1% | 0.00% | -85.7% |
| Q4 2019 | $192,000 | +60.0% | 2,709 | +51.2% | 0.01% | +75.0% |
| Q3 2019 | $120,000 | +3.4% | 1,792 | -1.2% | 0.01% | -50.0% |
| Q1 2019 | $116,000 | -82.6% | 1,814 | -84.7% | 0.02% | -61.0% |
| Q4 2018 | $666,000 | -21.2% | 11,860 | -11.2% | 0.04% | +20.6% |
| Q3 2018 | $845,000 | +75.3% | 13,360 | +75.1% | 0.03% | +70.0% |
| Q2 2018 | $482,000 | -13.6% | 7,630 | -12.8% | 0.02% | -20.0% |
| Q1 2018 | $558,000 | 0.0% | 8,751 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $558,000 | -17.0% | 8,751 | -15.7% | 0.02% | -7.4% |
| Q3 2017 | $672,000 | -9.3% | 10,383 | -12.6% | 0.03% | -12.9% |
| Q2 2017 | $741,000 | -10.7% | 11,883 | -10.1% | 0.03% | -13.9% |
| Q1 2017 | $830,000 | -20.5% | 13,222 | -27.3% | 0.04% | -28.0% |
| Q4 2016 | $1,044,000 | -9.9% | 18,193 | -15.6% | 0.05% | -16.7% |
| Q3 2016 | $1,159,000 | -3.4% | 21,565 | -9.2% | 0.06% | -10.4% |
| Q2 2016 | $1,200,000 | +934.5% | 23,756 | +1209.6% | 0.07% | +318.8% |
| Q1 2016 | $116,000 | -93.0% | 1,814 | -94.1% | 0.02% | -85.6% |
| Q4 2015 | $1,660,000 | – | 30,841 | – | 0.11% | – |
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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% |