WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 352 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 4.30 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,532,543 | -5.7% | 64,115 | +95.4% | 0.02% | 0.0% |
| Q2 2023 | $2,686,578 | +2.4% | 32,815 | +2.8% | 0.02% | -3.8% |
| Q1 2023 | $2,623,249 | +22.7% | 31,909 | +4.4% | 0.03% | +18.2% |
| Q4 2022 | $2,137,628 | +54.2% | 30,555 | +37.1% | 0.02% | +37.5% |
| Q3 2022 | $1,386,000 | -3.8% | 22,285 | +1.4% | 0.02% | 0.0% |
| Q2 2022 | $1,441,000 | -11.5% | 21,976 | -0.6% | 0.02% | +6.7% |
| Q1 2022 | $1,628,000 | -4.7% | 22,119 | +3.8% | 0.02% | -6.2% |
| Q4 2021 | $1,708,000 | +9.0% | 21,309 | +3.4% | 0.02% | 0.0% |
| Q3 2021 | $1,567,000 | +9.2% | 20,606 | +9.5% | 0.02% | +14.3% |
| Q2 2021 | $1,435,000 | +7.8% | 18,817 | +2.9% | 0.01% | -12.5% |
| Q1 2021 | $1,331,000 | -0.2% | 18,292 | -9.1% | 0.02% | -5.9% |
| Q4 2020 | $1,334,000 | -16.5% | 20,118 | -22.3% | 0.02% | -26.1% |
| Q3 2020 | $1,598,000 | -26.4% | 25,878 | -27.6% | 0.02% | -32.4% |
| Q2 2020 | $2,170,000 | +8.8% | 35,756 | -8.1% | 0.03% | -8.1% |
| Q1 2020 | $1,995,000 | -48.0% | 38,928 | -28.4% | 0.04% | -36.2% |
| Q4 2019 | $3,837,000 | +2.5% | 54,366 | -2.3% | 0.06% | -3.3% |
| Q3 2019 | $3,745,000 | -3.7% | 55,656 | -5.3% | 0.06% | -4.8% |
| Q2 2019 | $3,889,000 | -0.9% | 58,785 | -4.3% | 0.06% | -3.1% |
| Q1 2019 | $3,926,000 | +7.1% | 61,430 | -5.4% | 0.06% | 0.0% |
| Q4 2018 | $3,665,000 | -19.9% | 64,951 | -10.3% | 0.06% | -9.7% |
| Q3 2018 | $4,577,000 | -2.2% | 72,411 | -2.3% | 0.07% | -7.7% |
| Q2 2018 | $4,682,000 | +8.3% | 74,140 | +7.5% | 0.08% | +8.3% |
| Q1 2018 | $4,325,000 | -18.7% | 68,954 | -17.5% | 0.07% | -15.3% |
| Q4 2017 | $5,323,000 | -4.3% | 83,560 | -2.8% | 0.08% | -9.6% |
| Q3 2017 | $5,562,000 | -1.1% | 85,972 | -4.7% | 0.09% | -5.1% |
| Q2 2017 | $5,623,000 | +16.6% | 90,224 | +17.5% | 0.10% | +15.1% |
| Q1 2017 | $4,824,000 | +78.3% | 76,798 | +62.9% | 0.09% | +75.5% |
| Q4 2016 | $2,706,000 | +10.9% | 47,144 | +3.9% | 0.05% | +8.9% |
| Q3 2016 | $2,439,000 | +1.1% | 45,394 | -4.9% | 0.04% | -25.0% |
| Q2 2016 | $2,413,000 | -26.6% | 47,744 | -21.8% | 0.06% | -27.7% |
| Q4 2015 | $3,287,000 | +20.8% | 61,092 | +22.7% | 0.08% | +16.9% |
| Q3 2015 | $2,721,000 | +46.8% | 49,775 | +65.4% | 0.07% | +57.8% |
| Q2 2015 | $1,854,000 | +1983.1% | 30,095 | +2129.3% | 0.04% | +2150.0% |
| Q1 2015 | $89,000 | – | 1,350 | – | 0.00% | – |
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% |