WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 331 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $513,243 | -1.0% | 6,269 | -0.6% | 0.12% | -7.5% |
| Q1 2023 | $518,663 | +14.0% | 6,309 | -3.0% | 0.13% | -1.5% |
| Q4 2022 | $454,810 | +9.6% | 6,501 | -2.6% | 0.14% | +3.8% |
| Q3 2022 | $415,000 | -6.1% | 6,674 | -1.0% | 0.13% | +8.3% |
| Q2 2022 | $442,000 | -11.8% | 6,744 | -0.9% | 0.12% | +5.3% |
| Q1 2022 | $501,000 | -8.1% | 6,804 | 0.0% | 0.11% | -0.9% |
| Q4 2021 | $545,000 | +1.5% | 6,804 | -3.7% | 0.12% | -8.0% |
| Q3 2021 | $537,000 | +0.4% | 7,065 | +0.7% | 0.12% | +17.9% |
| Q2 2021 | $535,000 | -1.5% | 7,015 | -6.0% | 0.11% | -10.2% |
| Q1 2021 | $543,000 | -60.2% | 7,465 | -63.7% | 0.12% | -64.0% |
| Q4 2020 | $1,364,000 | +1.1% | 20,569 | -5.9% | 0.33% | -17.0% |
| Q3 2020 | $1,349,000 | -4.5% | 21,853 | -6.0% | 0.40% | -13.9% |
| Q2 2020 | $1,412,000 | +23.8% | 23,260 | +4.4% | 0.46% | -23.9% |
| Q1 2020 | $1,141,000 | -43.2% | 22,277 | -21.4% | 0.60% | -64.0% |
| Q4 2019 | $2,008,000 | -32.1% | 28,343 | -35.5% | 1.67% | -7.9% |
| Q3 2019 | $2,956,000 | -46.2% | 43,935 | -47.1% | 1.82% | -36.0% |
| Q2 2019 | $5,498,000 | -23.4% | 83,092 | -26.1% | 2.84% | -20.3% |
| Q1 2019 | $7,182,000 | -1.9% | 112,374 | -13.4% | 3.56% | -12.9% |
| Q4 2018 | $7,323,000 | -8.1% | 129,745 | +3.0% | 4.09% | +2.4% |
| Q3 2018 | $7,966,000 | -2.4% | 126,008 | -2.6% | 3.99% | -12.0% |
| Q2 2018 | $8,165,000 | +14.2% | 129,319 | +13.5% | 4.54% | +9.6% |
| Q1 2018 | $7,149,000 | +4.7% | 113,980 | +6.4% | 4.14% | +8.2% |
| Q4 2017 | $6,826,000 | +7.1% | 107,149 | +8.7% | 3.83% | -1.7% |
| Q3 2017 | $6,376,000 | +16.7% | 98,543 | +12.5% | 3.89% | +10.9% |
| Q2 2017 | $5,462,000 | +15.5% | 87,625 | +16.3% | 3.51% | +23.7% |
| Q1 2017 | $4,731,000 | +10.5% | 75,321 | +1.0% | 2.84% | +2.7% |
| Q4 2016 | $4,282,000 | +22.5% | 74,591 | +14.7% | 2.76% | +10.9% |
| Q3 2016 | $3,495,000 | +9.9% | 65,043 | +3.4% | 2.49% | +6.3% |
| Q2 2016 | $3,179,000 | +13.1% | 62,911 | +16.2% | 2.34% | +10.7% |
| Q1 2016 | $2,811,000 | -54.7% | 54,133 | -53.0% | 2.12% | -50.3% |
| Q4 2015 | $6,202,000 | – | 115,258 | – | 4.26% | – |
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% |