WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 248 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 56.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $435,958 | +7.7% | 5,325 | +8.1% | 0.08% | +1.3% |
| Q1 2023 | $404,884 | +29.0% | 4,925 | +10.0% | 0.08% | +16.9% |
| Q4 2022 | $313,957 | -0.3% | 4,479 | -11.7% | 0.06% | -9.7% |
| Q3 2022 | $315,000 | -94.3% | 5,071 | -94.0% | 0.07% | -93.8% |
| Q2 2022 | $5,499,000 | +5.4% | 83,910 | +18.3% | 1.16% | +23.6% |
| Q1 2022 | $5,219,000 | +111.0% | 70,920 | +129.9% | 0.94% | +115.9% |
| Q4 2021 | $2,473,000 | +5.8% | 30,853 | +0.4% | 0.43% | -23.6% |
| Q3 2021 | $2,338,000 | +1.2% | 30,734 | +2.0% | 0.57% | -3.4% |
| Q2 2021 | $2,311,000 | +0.5% | 30,141 | -4.6% | 0.59% | -7.5% |
| Q1 2021 | $2,300,000 | +20.5% | 31,609 | +9.8% | 0.64% | +15.4% |
| Q4 2020 | $1,909,000 | +15.8% | 28,788 | +7.9% | 0.55% | -0.5% |
| Q3 2020 | $1,648,000 | +4.1% | 26,686 | +2.3% | 0.55% | -5.6% |
| Q2 2020 | $1,583,000 | -3.1% | 26,089 | -18.2% | 0.59% | -21.1% |
| Q1 2020 | $1,634,000 | +12.6% | 31,884 | +55.1% | 0.74% | +33.8% |
| Q4 2019 | $1,451,000 | +7.6% | 20,554 | +2.5% | 0.56% | -9.4% |
| Q3 2019 | $1,349,000 | +4.2% | 20,043 | +2.4% | 0.61% | -19.5% |
| Q2 2019 | $1,295,000 | +1.4% | 19,578 | -2.0% | 0.76% | -13.1% |
| Q1 2019 | $1,277,000 | – | 19,985 | – | 0.88% | – |
Download | ||||||
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% |