WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 312 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,481 | -12.2% | 13,278 | +82.0% | 0.06% | -9.9% |
| Q2 2023 | $597,242 | -1.8% | 7,295 | -1.4% | 0.07% | -4.1% |
| Q1 2023 | $607,943 | +15.3% | 7,395 | -1.9% | 0.07% | +7.2% |
| Q4 2022 | $527,149 | -68.6% | 7,535 | -72.1% | 0.07% | -70.3% |
| Q3 2022 | $1,680,000 | -6.9% | 27,004 | -1.9% | 0.23% | -6.1% |
| Q2 2022 | $1,804,000 | -13.8% | 27,529 | -3.2% | 0.25% | +2.9% |
| Q1 2022 | $2,092,000 | -15.7% | 28,430 | -8.2% | 0.24% | -12.4% |
| Q4 2021 | $2,482,000 | -0.8% | 30,963 | -5.9% | 0.27% | -5.5% |
| Q3 2021 | $2,502,000 | -0.4% | 32,892 | -0.1% | 0.29% | -0.7% |
| Q2 2021 | $2,511,000 | +3.4% | 32,930 | -1.3% | 0.29% | -3.9% |
| Q1 2021 | $2,429,000 | +6.2% | 33,377 | -3.2% | 0.30% | +0.3% |
| Q4 2020 | $2,287,000 | +5.7% | 34,491 | -1.5% | 0.30% | -10.9% |
| Q3 2020 | $2,163,000 | -10.2% | 35,033 | -11.7% | 0.34% | -15.6% |
| Q2 2020 | $2,409,000 | -14.9% | 39,688 | -28.2% | 0.40% | -34.0% |
| Q1 2020 | $2,832,000 | -60.2% | 55,273 | -45.2% | 0.61% | -48.5% |
| Q4 2019 | $7,118,000 | -26.2% | 100,833 | -29.6% | 1.19% | -30.4% |
| Q3 2019 | $9,639,000 | -23.8% | 143,251 | -25.1% | 1.70% | -25.9% |
| Q2 2019 | $12,649,000 | -13.3% | 191,154 | -16.3% | 2.30% | -16.0% |
| Q1 2019 | $14,592,000 | -5.5% | 228,315 | -16.5% | 2.74% | -19.2% |
| Q4 2018 | $15,436,000 | -21.2% | 273,496 | -11.7% | 3.38% | -11.4% |
| Q3 2018 | $19,586,000 | -2.4% | 309,805 | -2.6% | 3.82% | -7.1% |
| Q2 2018 | $20,074,000 | +2.5% | 317,927 | +1.8% | 4.12% | +1.8% |
| Q1 2018 | $19,579,000 | +5.0% | 312,158 | +6.6% | 4.04% | -1.3% |
| Q4 2017 | $18,651,000 | -0.8% | 292,750 | +1.0% | 4.09% | -6.5% |
| Q3 2017 | $18,809,000 | +5.8% | 289,942 | +2.2% | 4.38% | -3.4% |
| Q2 2017 | $17,772,000 | +4.3% | 283,624 | +3.8% | 4.53% | -2.8% |
| Q1 2017 | $17,040,000 | +23.1% | 273,289 | +14.7% | 4.67% | -2.8% |
| Q4 2016 | $13,845,000 | +24.8% | 238,255 | +15.8% | 4.80% | +23.8% |
| Q3 2016 | $11,094,000 | +18.7% | 205,718 | +7.9% | 3.88% | +12.5% |
| Q2 2016 | $9,348,000 | – | 190,653 | – | 3.45% | – |
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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% |