WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 189 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,020,299 | +14.7% | 228,362 | +137.8% | 0.00% | 0.0% |
| Q2 2023 | $7,863,450 | +2.3% | 96,048 | +2.7% | 0.00% | 0.0% |
| Q1 2023 | $7,687,039 | +215828.1% | 93,507 | +83.8% | 0.00% | – |
| Q4 2022 | $3,560 | -99.7% | 50,878 | +171.5% | 0.00% | – |
| Q3 2022 | $1,166,000 | +34.3% | 18,741 | +41.5% | 0.00% | – |
| Q2 2022 | $868,000 | -32.1% | 13,244 | -23.8% | 0.00% | – |
| Q1 2022 | $1,279,000 | -86.5% | 17,387 | -85.3% | 0.00% | -100.0% |
| Q4 2021 | $9,484,000 | -36.2% | 118,310 | -39.5% | 0.00% | -50.0% |
| Q3 2021 | $14,871,000 | -1.6% | 195,523 | -1.4% | 0.00% | 0.0% |
| Q2 2021 | $15,119,000 | -2.8% | 198,279 | -7.3% | 0.00% | 0.0% |
| Q1 2021 | $15,558,000 | +27.0% | 213,829 | +15.7% | 0.00% | 0.0% |
| Q4 2020 | $12,249,000 | +214.3% | 184,748 | +194.7% | 0.00% | +100.0% |
| Q3 2020 | $3,897,000 | -64.7% | 62,692 | -65.5% | 0.00% | -50.0% |
| Q2 2020 | $11,027,000 | +20.0% | 181,651 | +1.3% | 0.00% | 0.0% |
| Q1 2020 | $9,186,000 | -69.9% | 179,290 | -58.6% | 0.00% | -66.7% |
| Q4 2019 | $30,553,000 | +113.1% | 432,809 | +103.1% | 0.01% | +100.0% |
| Q3 2019 | $14,338,000 | +10.3% | 213,076 | +7.4% | 0.00% | 0.0% |
| Q2 2019 | $13,004,000 | -2.5% | 198,329 | -5.0% | 0.00% | 0.0% |
| Q1 2019 | $13,343,000 | +19.7% | 208,758 | +5.7% | 0.00% | 0.0% |
| Q4 2018 | $11,144,000 | -17.6% | 197,452 | -7.7% | 0.00% | 0.0% |
| Q3 2018 | $13,520,000 | -53.1% | 213,859 | -53.1% | 0.00% | -50.0% |
| Q2 2018 | $28,809,000 | -11.6% | 456,272 | -12.2% | 0.01% | -14.3% |
| Q1 2018 | $32,591,000 | +5.3% | 519,638 | +7.0% | 0.01% | 0.0% |
| Q4 2017 | $30,950,000 | +14.8% | 485,802 | +15.9% | 0.01% | +16.7% |
| Q3 2017 | $26,950,000 | +15.0% | 419,256 | +11.5% | 0.01% | +20.0% |
| Q2 2017 | $23,442,000 | +5.9% | 376,091 | +6.8% | 0.01% | 0.0% |
| Q1 2017 | $22,127,000 | +0.1% | 352,286 | -8.6% | 0.01% | 0.0% |
| Q4 2016 | $22,113,000 | -22.1% | 385,241 | -27.0% | 0.01% | -28.6% |
| Q3 2016 | $28,369,000 | +3.4% | 527,892 | -2.7% | 0.01% | 0.0% |
| Q2 2016 | $27,428,000 | -9.0% | 542,806 | -6.5% | 0.01% | -12.5% |
| Q1 2016 | $30,128,000 | -5.5% | 580,269 | -2.1% | 0.01% | 0.0% |
| Q4 2015 | $31,881,000 | -26.7% | 592,468 | -25.5% | 0.01% | -33.3% |
| Q3 2015 | $43,479,000 | -7.3% | 795,604 | +4.4% | 0.01% | +9.1% |
| Q2 2015 | $46,922,000 | -12.2% | 761,850 | -5.7% | 0.01% | -8.3% |
| Q1 2015 | $53,452,000 | +245.3% | 808,160 | +190.4% | 0.01% | +200.0% |
| Q4 2014 | $15,478,000 | +627.7% | 278,282 | +656.1% | 0.00% | +300.0% |
| Q3 2014 | $2,127,000 | +82.7% | 36,805 | +84.9% | 0.00% | – |
| Q2 2014 | $1,164,000 | +20.1% | 19,909 | +16.1% | 0.00% | – |
| Q1 2014 | $969,000 | – | 17,145 | – | 0.00% | – |
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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% |