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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $271,885 | +17.5% | 3,307 | 0.0% | 0.78% | +24.3% |
| Q4 2022 | $231,372 | +12.3% | 3,307 | 0.0% | 0.63% | +14.8% |
| Q3 2022 | $206,000 | -5.1% | 3,307 | 0.0% | 0.55% | +2.2% |
| Q2 2022 | $217,000 | -90.0% | 3,307 | -88.8% | 0.54% | -87.7% |
| Q1 2022 | $2,180,000 | -8.1% | 29,619 | +0.1% | 4.37% | +18.3% |
| Q4 2021 | $2,373,000 | +5.7% | 29,604 | +0.3% | 3.70% | +7.0% |
| Q3 2021 | $2,246,000 | -0.2% | 29,530 | +0.1% | 3.45% | -22.2% |
| Q2 2021 | $2,250,000 | -44.6% | 29,507 | -47.1% | 4.44% | -19.6% |
| Q1 2021 | $4,059,000 | +9.8% | 55,784 | +0.0% | 5.52% | -0.2% |
| Q4 2020 | $3,698,000 | – | 55,770 | – | 5.53% | – |
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% |