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 | $15,089 | -3.5% | 382 | +100.0% | 0.00% | -50.0% |
| Q2 2023 | $15,637 | -0.4% | 191 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,702 | +17.5% | 191 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,362 | +11.4% | 191 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 191 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -7.1% | 191 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -6.7% | 191 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | -99.9% | 191 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,897,000 | +106800.0% | 191 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $13,000 | +8.3% | 191 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 191 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $12,000 | +20.0% | 191 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $10,000 | -61.5% | 191 | -50.0% | 0.00% | -25.0% |
| Q4 2019 | $26,000 | +100.0% | 382 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $13,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | +8.3% | 191 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $12,000 | +9.1% | 191 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $11,000 | -31.2% | 191 | -25.1% | 0.01% | -25.0% |
| Q3 2018 | $16,000 | +33.3% | 255 | +33.5% | 0.01% | +14.3% |
| Q2 2018 | $12,000 | -14.3% | 191 | -13.6% | 0.01% | -22.2% |
| Q1 2018 | $14,000 | 0.0% | 221 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $14,000 | – | 221 | – | 0.01% | – |
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% |