Jacobi Capital Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$9,0000.0%1200.0%0.00%0.0%
Q2 2021$9,0000.0%1200.0%0.00%0.0%
Q1 2021$9,000
+12.5%
1200.0%0.00%0.0%
Q4 2020$8,000
+14.3%
1200.0%0.00%0.0%
Q3 2020$7,0000.0%1200.0%0.00%0.0%
Q2 2020$7,000
+16.7%
1200.0%0.00%0.0%
Q1 2020$6,000
-25.0%
1200.0%0.00%0.0%
Q4 2019$8,0000.0%1200.0%0.00%
-50.0%
Q3 2019$8,0000.0%1200.0%0.00%0.0%
Q2 2019$8,0000.0%1200.0%0.00%0.0%
Q1 2019$8,000
+14.3%
1200.0%0.00%0.0%
Q4 2018$7,000
-12.5%
1200.0%0.00%0.0%
Q3 2018$8,0000.0%1200.0%0.00%0.0%
Q2 2018$8,000
+14.3%
1200.0%0.00%0.0%
Q1 2018$7,000
-12.5%
1200.0%0.00%
-33.3%
Q4 2017$8,000
-50.0%
120
-50.4%
0.00%
-40.0%
Q3 2017$16,000
+6.7%
2420.0%0.01%
-16.7%
Q2 2017$15,0000.0%242
+1.7%
0.01%
-25.0%
Q1 2017$15,000
+7.1%
2380.0%0.01%
-11.1%
Q4 2016$14,000
+7.7%
238
+0.4%
0.01%
+50.0%
Q3 2016$13,000
+8.3%
237
+0.4%
0.01%0.0%
Q2 2016$12,0002360.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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