WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 88 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,265,185 | -4.0% | 32,030 | +99.1% | 0.01% | 0.0% |
| Q2 2023 | $1,317,288 | -2.9% | 16,090 | -2.5% | 0.01% | 0.0% |
| Q1 2023 | $1,356,054 | +17.5% | 16,495 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $1,153,990 | +10.3% | 16,495 | -1.9% | 0.01% | +20.0% |
| Q3 2022 | $1,046,000 | -9.9% | 16,822 | -5.1% | 0.01% | -16.7% |
| Q2 2022 | $1,161,000 | -17.8% | 17,722 | -7.7% | 0.01% | 0.0% |
| Q1 2022 | $1,413,000 | -8.2% | 19,204 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,539,000 | +18.3% | 19,204 | +12.3% | 0.01% | 0.0% |
| Q3 2021 | $1,301,000 | -17.2% | 17,104 | -17.0% | 0.01% | -14.3% |
| Q2 2021 | $1,571,000 | +4.9% | 20,598 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $1,497,000 | +10.8% | 20,570 | +1.0% | 0.01% | 0.0% |
| Q4 2020 | $1,351,000 | +6.4% | 20,370 | -1.0% | 0.01% | 0.0% |
| Q3 2020 | $1,270,000 | +1.0% | 20,570 | -0.6% | 0.01% | -12.5% |
| Q2 2020 | $1,257,000 | +15.6% | 20,701 | -2.4% | 0.01% | 0.0% |
| Q1 2020 | $1,087,000 | -51.1% | 21,211 | -32.6% | 0.01% | -33.3% |
| Q4 2019 | $2,221,000 | +4.9% | 31,458 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $2,117,000 | -4.8% | 31,458 | -6.4% | 0.01% | -7.1% |
| Q2 2019 | $2,224,000 | -23.0% | 33,607 | -25.7% | 0.01% | -26.3% |
| Q1 2019 | $2,889,000 | +4.5% | 45,207 | -7.7% | 0.02% | -5.0% |
| Q4 2018 | $2,764,000 | -29.2% | 48,974 | -20.7% | 0.02% | -20.0% |
| Q3 2018 | $3,906,000 | -89.9% | 61,781 | -90.0% | 0.02% | -90.5% |
| Q2 2018 | $38,841,000 | -33.7% | 615,163 | -34.2% | 0.26% | -34.1% |
| Q1 2018 | $58,617,000 | +3.9% | 934,577 | +5.5% | 0.40% | +3.9% |
| Q4 2017 | $56,428,000 | +8.4% | 885,705 | +10.0% | 0.38% | +2.9% |
| Q3 2017 | $52,079,000 | +2.7% | 804,936 | -1.1% | 0.37% | 0.0% |
| Q2 2017 | $50,714,000 | +12.3% | 813,630 | +13.1% | 0.37% | +9.1% |
| Q1 2017 | $45,177,000 | +7.2% | 719,268 | -2.0% | 0.34% | +0.6% |
| Q4 2016 | $42,135,000 | -0.7% | 734,061 | -7.1% | 0.34% | -3.1% |
| Q3 2016 | $42,447,000 | -16.4% | 789,862 | -21.4% | 0.35% | -18.6% |
| Q2 2016 | $50,780,000 | -64.8% | 1,004,944 | -63.8% | 0.43% | -65.5% |
| Q1 2016 | $144,218,000 | +4.3% | 2,777,698 | +8.1% | 1.25% | +2.8% |
| Q4 2015 | $138,283,000 | +1.6% | 2,569,840 | +3.2% | 1.21% | -3.9% |
| Q3 2015 | $136,073,000 | +6.8% | 2,489,902 | +20.4% | 1.26% | +13.7% |
| Q2 2015 | $127,406,000 | +48.3% | 2,068,620 | +59.2% | 1.11% | +49.3% |
| Q1 2015 | $85,939,000 | +296241.4% | 1,299,353 | +247395.8% | 0.74% | – |
| Q4 2014 | $29,000 | +52.6% | 525 | +61.5% | 0.00% | – |
| Q3 2014 | $19,000 | +46.2% | 325 | +44.4% | 0.00% | – |
| Q2 2014 | $13,000 | – | 225 | – | 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% |