WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 259 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $216,000 | -69.8% | 3,291 | -66.1% | 0.00% | -70.0% |
| Q1 2022 | $715,000 | -16.6% | 9,717 | -9.1% | 0.01% | -16.7% |
| Q4 2021 | $857,000 | +0.5% | 10,687 | -4.7% | 0.01% | -14.3% |
| Q3 2021 | $853,000 | -1.2% | 11,215 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $863,000 | -5.5% | 11,316 | -9.8% | 0.01% | -22.2% |
| Q1 2021 | $913,000 | +2.1% | 12,548 | -6.9% | 0.02% | 0.0% |
| Q4 2020 | $894,000 | -20.9% | 13,479 | -26.3% | 0.02% | -80.6% |
| Q3 2020 | $1,130,000 | -11.3% | 18,297 | -12.8% | 0.09% | -21.2% |
| Q2 2020 | $1,274,000 | +17.6% | 20,980 | -0.8% | 0.12% | -11.3% |
| Q1 2020 | $1,083,000 | -22.0% | 21,142 | +7.2% | 0.13% | -4.3% |
| Q4 2019 | $1,388,000 | +4.4% | 19,719 | 0.0% | 0.14% | -14.2% |
| Q3 2019 | $1,329,000 | +2.1% | 19,719 | +0.3% | 0.16% | -3.6% |
| Q2 2019 | $1,302,000 | -5.1% | 19,668 | -8.3% | 0.17% | -13.4% |
| Q1 2019 | $1,372,000 | +15.0% | 21,450 | +1.9% | 0.19% | -0.5% |
| Q4 2018 | $1,193,000 | -21.5% | 21,057 | -12.2% | 0.20% | -11.0% |
| Q3 2018 | $1,519,000 | +5.4% | 23,987 | +5.2% | 0.22% | -13.4% |
| Q2 2018 | $1,441,000 | +33.1% | 22,791 | +32.1% | 0.25% | +24.6% |
| Q1 2018 | $1,083,000 | -0.6% | 17,249 | +0.8% | 0.20% | +1.5% |
| Q4 2017 | $1,090,000 | +4.1% | 17,117 | +6.2% | 0.20% | -13.8% |
| Q3 2017 | $1,047,000 | +3.3% | 16,121 | -1.1% | 0.23% | -6.8% |
| Q2 2017 | $1,014,000 | +6.7% | 16,298 | +8.7% | 0.25% | -5.0% |
| Q1 2017 | $950,000 | +15.7% | 14,999 | +4.5% | 0.26% | -4.4% |
| Q4 2016 | $821,000 | -2.1% | 14,359 | -7.9% | 0.27% | -23.9% |
| Q3 2016 | $839,000 | -5.9% | 15,585 | -11.8% | 0.36% | +3.2% |
| Q2 2016 | $892,000 | +17.8% | 17,667 | +21.2% | 0.35% | +6.4% |
| Q1 2016 | $757,000 | +12.3% | 14,578 | +17.0% | 0.33% | +5.8% |
| Q4 2015 | $674,000 | – | 12,460 | – | 0.31% | – |
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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% |