Baird Financial Group, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 338 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.

Quarter-by-quarter ownership
Baird Financial Group, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$286,494
-8.2%
7,253
+90.4%
0.00%0.0%
Q2 2023$311,925
-5.6%
3,810
-5.2%
0.00%0.0%
Q1 2023$330,402
+113051.4%
4,019
-3.8%
0.00%0.0%
Q4 2022$292
-99.9%
4,177
+0.0%
0.00%0.0%
Q3 2022$260,000
-7.1%
4,175
-2.3%
0.00%0.0%
Q2 2022$280,000
-23.1%
4,275
-13.5%
0.00%0.0%
Q1 2022$364,000
+6.4%
4,944
+15.8%
0.00%0.0%
Q4 2021$342,000
+33.1%
4,268
+26.3%
0.00%0.0%
Q3 2021$257,000
-4.1%
3,380
-3.7%
0.00%0.0%
Q2 2021$268,000
+5.1%
3,511
+0.1%
0.00%0.0%
Q1 2021$255,000
+4.5%
3,509
-4.5%
0.00%0.0%
Q4 2020$244,000
-85.1%
3,673
-86.1%
0.00%
-83.3%
Q3 2020$1,637,000
+4.3%
26,507
+2.5%
0.01%0.0%
Q2 2020$1,570,000
-21.1%
25,858
-33.4%
0.01%
-33.3%
Q1 2020$1,990,000
-22.9%
38,829
+6.2%
0.01%0.0%
Q4 2019$2,581,000
+84.5%
36,564
+75.8%
0.01%
+50.0%
Q3 2019$1,399,000
-37.2%
20,796
-38.2%
0.01%
-33.3%
Q2 2019$2,228,000
-12.1%
33,675
-15.1%
0.01%
-40.0%
Q1 2019$2,534,000
-1.7%
39,657
-13.2%
0.02%
-11.8%
Q4 2018$2,578,000
-57.2%
45,682
-51.9%
0.02%
-55.3%
Q3 2018$6,026,000
-7.7%
94,892
-8.2%
0.04%
-13.6%
Q2 2018$6,529,000
-2.5%
103,398
-3.1%
0.04%
-6.4%
Q1 2018$6,693,000
-0.9%
106,713
+0.6%
0.05%
-2.1%
Q4 2017$6,756,000
-10.6%
106,038
-9.2%
0.05%
-15.8%
Q3 2017$7,553,000
-0.5%
116,734
-4.1%
0.06%
-3.4%
Q2 2017$7,591,000
-33.6%
121,781
-33.1%
0.06%
-35.9%
Q1 2017$11,433,000
+50.5%
182,032
+37.5%
0.09%
+39.4%
Q4 2016$7,599,000
+1.9%
132,388
-4.6%
0.07%
-1.5%
Q3 2016$7,458,000
-8.8%
138,779
-14.2%
0.07%
-10.7%
Q2 2016$8,179,000
-8.3%
161,814
-5.8%
0.08%
-11.8%
Q1 2016$8,916,000
-16.6%
171,730
-13.5%
0.08%
-20.6%
Q4 2015$10,688,000
+24.8%
198,624
+26.7%
0.11%
+17.6%
Q3 2015$8,565,000
-17.0%
156,732
-6.5%
0.09%
-10.8%
Q2 2015$10,325,000167,6390.10%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
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