WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,220,085 | +14.5% | 106,838 | +137.4% | 0.02% | +13.6% |
| Q2 2023 | $3,684,893 | +13.0% | 45,009 | +13.5% | 0.02% | +4.8% |
| Q1 2023 | $3,260,274 | +16.0% | 39,658 | -1.3% | 0.02% | +5.0% |
| Q4 2022 | $2,810,285 | +23.6% | 40,170 | +9.9% | 0.02% | +11.1% |
| Q3 2022 | $2,273,000 | +1.0% | 36,548 | +6.4% | 0.02% | 0.0% |
| Q2 2022 | $2,251,000 | -8.9% | 34,349 | +2.3% | 0.02% | +5.9% |
| Q1 2022 | $2,472,000 | +0.9% | 33,591 | +9.9% | 0.02% | 0.0% |
| Q4 2021 | $2,449,000 | +16.2% | 30,554 | +10.3% | 0.02% | 0.0% |
| Q3 2021 | $2,107,000 | +11.5% | 27,708 | +11.8% | 0.02% | +6.2% |
| Q2 2021 | $1,889,000 | +12.2% | 24,773 | +7.1% | 0.02% | -5.9% |
| Q1 2021 | $1,683,000 | +127.4% | 23,132 | +107.2% | 0.02% | +112.5% |
| Q4 2020 | $740,000 | +145.8% | 11,164 | +128.7% | 0.01% | +100.0% |
| Q3 2020 | $301,000 | +4.2% | 4,882 | +2.6% | 0.00% | 0.0% |
| Q2 2020 | $289,000 | -92.7% | 4,758 | -93.8% | 0.00% | -95.6% |
| Q1 2020 | $3,933,000 | -37.8% | 76,762 | -14.4% | 0.09% | -34.3% |
| Q4 2019 | $6,327,000 | +23.9% | 89,636 | +18.1% | 0.14% | -7.4% |
| Q3 2019 | $5,107,000 | -3.5% | 75,890 | -5.1% | 0.15% | -6.9% |
| Q2 2019 | $5,290,000 | +73.0% | 79,951 | +67.1% | 0.16% | -25.0% |
| Q1 2019 | $3,058,000 | +169.7% | 47,850 | +138.2% | 0.21% | +9.3% |
| Q4 2018 | $1,134,000 | -67.2% | 20,084 | -63.3% | 0.19% | +2.1% |
| Q3 2018 | $3,455,000 | +86.1% | 54,653 | +85.8% | 0.19% | +50.8% |
| Q2 2018 | $1,857,000 | +7.5% | 29,409 | +6.7% | 0.13% | -5.3% |
| Q1 2018 | $1,728,000 | – | 27,551 | – | 0.13% | – |
Download | ||||||
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% |