Jacobi Capital Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 204 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.

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 Q4 2021
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders