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 | $206 | -14.9% | 5,248 | +75.1% | 0.00% | -100.0% |
| Q2 2023 | $242 | -12.9% | 2,998 | -12.0% | 0.00% | 0.0% |
| Q1 2023 | $278 | -8.6% | 3,405 | -20.3% | 0.00% | 0.0% |
| Q4 2022 | $304 | -99.9% | 4,273 | -9.5% | 0.00% | 0.0% |
| Q3 2022 | $293,000 | -33.0% | 4,722 | -29.2% | 0.00% | 0.0% |
| Q2 2022 | $437,000 | -61.9% | 6,666 | -57.3% | 0.00% | -50.0% |
| Q1 2022 | $1,148,000 | -4.9% | 15,602 | -1.5% | 0.00% | 0.0% |
| Q4 2021 | $1,207,000 | -37.9% | 15,836 | -38.0% | 0.00% | -50.0% |
| Q3 2021 | $1,943,000 | +61.0% | 25,539 | +61.3% | 0.00% | +100.0% |
| Q2 2021 | $1,207,000 | +171.2% | 15,836 | +159.0% | 0.00% | +100.0% |
| Q1 2021 | $445,000 | +7.0% | 6,115 | -2.6% | 0.00% | 0.0% |
| Q4 2020 | $416,000 | +37.3% | 6,277 | +28.1% | 0.00% | 0.0% |
| Q3 2020 | $303,000 | -38.9% | 4,901 | -49.3% | 0.00% | 0.0% |
| Q2 2020 | $496,000 | 0.0% | 9,675 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $496,000 | -48.0% | 9,675 | -28.4% | 0.00% | -33.3% |
| Q4 2019 | $953,000 | +7.0% | 13,505 | +0.3% | 0.00% | 0.0% |
| Q2 2019 | $891,000 | +3464.0% | 13,468 | +3398.2% | 0.00% | – |
| Q3 2017 | $25,000 | +4.2% | 385 | 0.0% | 0.00% | – |
| Q2 2017 | $24,000 | -80.5% | 385 | -81.8% | 0.00% | -100.0% |
| Q1 2017 | $123,000 | 0.0% | 2,114 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $123,000 | -97.4% | 2,114 | -97.6% | 0.00% | -95.2% |
| Q3 2016 | $4,675,000 | -94.8% | 86,996 | -95.2% | 0.02% | -95.1% |
| Q2 2016 | $90,474,000 | -0.1% | 1,793,877 | +2.4% | 0.43% | -1.6% |
| Q1 2016 | $90,582,000 | +7.8% | 1,751,308 | +12.2% | 0.44% | +8.4% |
| Q4 2015 | $84,002,000 | +283.1% | 1,561,076 | +6.4% | 0.40% | +251.3% |
| Q3 2015 | $21,929,000 | -73.0% | 1,467,752 | +10.7% | 0.12% | -74.3% |
| Q2 2015 | $81,080,000 | -8.4% | 1,325,339 | -0.6% | 0.45% | -8.6% |
| Q1 2015 | $88,518,000 | +26.4% | 1,332,930 | +5.9% | 0.49% | +26.3% |
| Q4 2014 | $70,023,000 | – | 1,258,600 | – | 0.39% | – |
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% |