WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 190 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 4.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,992,270 | -1.8% | 177,020 | +103.6% | 1.81% | -0.8% |
| Q2 2023 | $7,119,373 | +1.4% | 86,959 | +1.9% | 1.83% | -3.9% |
| Q1 2023 | $7,018,564 | +7.5% | 85,374 | -8.6% | 1.90% | +10.5% |
| Q4 2022 | $6,531,158 | +16.2% | 93,356 | +3.3% | 1.72% | +7.4% |
| Q3 2022 | $5,622,574 | -3.7% | 90,395 | +1.5% | 1.60% | -1.5% |
| Q2 2022 | $5,837,861 | -5.2% | 89,073 | +6.4% | 1.63% | +7.0% |
| Q1 2022 | $6,160,510 | -5.4% | 83,713 | +3.1% | 1.52% | -8.9% |
| Q4 2021 | $6,509,008 | +8.1% | 81,200 | +2.5% | 1.67% | -3.0% |
| Q3 2021 | $6,023,613 | +2.1% | 79,195 | +2.4% | 1.72% | +0.5% |
| Q2 2021 | $5,899,186 | +13.1% | 77,366 | +8.0% | 1.71% | +1.2% |
| Q1 2021 | $5,214,443 | +17.3% | 71,666 | +6.9% | 1.69% | +7.6% |
| Q4 2020 | $4,444,674 | +9.1% | 67,038 | +1.6% | 1.57% | -4.9% |
| Q3 2020 | $4,075,713 | +8.9% | 66,003 | +7.0% | 1.65% | -4.5% |
| Q2 2020 | $3,744,000 | +27.0% | 61,662 | +7.2% | 1.73% | +10.3% |
| Q1 2020 | $2,947,000 | -27.6% | 57,519 | -0.2% | 1.57% | -11.2% |
| Q4 2019 | $4,068,000 | +7.6% | 57,634 | +2.6% | 1.76% | -0.7% |
| Q3 2019 | $3,779,000 | +8.8% | 56,165 | +7.0% | 1.78% | +19.3% |
| Q2 2019 | $3,473,000 | +11.7% | 52,486 | +7.8% | 1.49% | -9.3% |
| Q1 2019 | $3,110,000 | +13.2% | 48,666 | -0.0% | 1.64% | -3.1% |
| Q4 2018 | $2,747,000 | – | 48,675 | – | 1.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 503,187 | $36,612,000 | 7.52% |
| Wealthgate Family Office, LLC | 55,784 | $4,059,000 | 5.52% |
| J.Safra Asset Management Corp | 129,941 | $9,455,000 | 4.42% |
| Private Portfolio Partners LLC | 71,666 | $5,214,443 | 1.69% |
| Activest Wealth Management | 20,421 | $1,486,000 | 1.22% |
| CONDOR CAPITAL MANAGEMENT | 94,146 | $6,850,000 | 0.81% |
| LAKE STREET PRIVATE WEALTH, LLC | 31,609 | $2,300,000 | 0.64% |
| BTR CAPITAL MANAGEMENT INC | 57,526 | $4,186,000 | 0.61% |
| Psagot Value Holdings Ltd. | 231,173 | $16,820,000 | 0.38% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 19,723 | $1,435,000 | 0.38% |