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 | $14,964,281 | -1.0% | 378,843 | +105.2% | 0.00% | 0.0% |
| Q2 2023 | $15,111,957 | +9.5% | 184,584 | +9.9% | 0.00% | 0.0% |
| Q1 2023 | $13,805,909 | +19.3% | 167,934 | +1.5% | 0.00% | +33.3% |
| Q4 2022 | $11,570,965 | +6.5% | 165,394 | -5.3% | 0.00% | -25.0% |
| Q3 2022 | $10,865,000 | -5.5% | 174,690 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $11,498,000 | -15.9% | 175,431 | -5.6% | 0.00% | 0.0% |
| Q1 2022 | $13,675,000 | -11.7% | 185,830 | -3.8% | 0.00% | 0.0% |
| Q4 2021 | $15,492,000 | +7.8% | 193,257 | +2.2% | 0.00% | +33.3% |
| Q3 2021 | $14,377,000 | +1.2% | 189,017 | +1.4% | 0.00% | 0.0% |
| Q2 2021 | $14,207,000 | -1.3% | 186,322 | -5.8% | 0.00% | 0.0% |
| Q1 2021 | $14,387,000 | +6.5% | 197,721 | -2.9% | 0.00% | 0.0% |
| Q4 2020 | $13,506,000 | -7.0% | 203,700 | -13.4% | 0.00% | -25.0% |
| Q3 2020 | $14,520,000 | -6.1% | 235,146 | -7.7% | 0.00% | 0.0% |
| Q2 2020 | $15,466,000 | -54.5% | 254,759 | -61.6% | 0.00% | -66.7% |
| Q1 2020 | $34,018,000 | -43.9% | 663,897 | -22.7% | 0.01% | -25.0% |
| Q4 2019 | $60,619,000 | +2.6% | 858,752 | -2.2% | 0.02% | -5.9% |
| Q3 2019 | $59,062,000 | -5.6% | 877,711 | -7.2% | 0.02% | -5.6% |
| Q2 2019 | $62,565,000 | -5.3% | 945,525 | -8.6% | 0.02% | -10.0% |
| Q1 2019 | $66,101,000 | -1.7% | 1,034,295 | -13.2% | 0.02% | -9.1% |
| Q4 2018 | $67,270,000 | -33.6% | 1,191,907 | -25.7% | 0.02% | -24.1% |
| Q3 2018 | $101,356,000 | -4.3% | 1,603,214 | -4.4% | 0.03% | -6.5% |
| Q2 2018 | $105,916,000 | -8.3% | 1,677,486 | -8.9% | 0.03% | -8.8% |
| Q1 2018 | $115,449,000 | -21.0% | 1,840,709 | -19.7% | 0.03% | -19.0% |
| Q4 2017 | $146,094,000 | -2.6% | 2,293,107 | -1.1% | 0.04% | -8.7% |
| Q3 2017 | $150,029,000 | -8.6% | 2,318,844 | -11.9% | 0.05% | -13.2% |
| Q2 2017 | $164,085,000 | -0.2% | 2,632,533 | +0.6% | 0.05% | 0.0% |
| Q1 2017 | $164,394,000 | +12.7% | 2,617,331 | -6.2% | 0.05% | +3.9% |
| Q4 2016 | $145,883,000 | -12.0% | 2,791,277 | -16.3% | 0.05% | -16.4% |
| Q3 2016 | $165,737,000 | -7.7% | 3,333,234 | -6.2% | 0.06% | -12.9% |
| Q2 2016 | $179,643,000 | -31.1% | 3,555,171 | -29.2% | 0.07% | -32.7% |
| Q1 2016 | $260,823,000 | -14.9% | 5,023,582 | -11.9% | 0.10% | -14.0% |
| Q4 2015 | $306,665,000 | -17.7% | 5,699,052 | -17.7% | 0.12% | -22.4% |
| Q3 2015 | $372,617,000 | -10.3% | 6,923,291 | +2.6% | 0.16% | -2.5% |
| Q2 2015 | $415,540,000 | -47.9% | 6,745,224 | -44.1% | 0.16% | +3.2% |
| Q1 2015 | $797,774,000 | +505.8% | 12,061,648 | +410.0% | 0.16% | +198.1% |
| Q4 2014 | $131,698,000 | +412.1% | 2,364,952 | +431.3% | 0.05% | +372.7% |
| Q3 2014 | $25,719,000 | +79.0% | 445,121 | +81.0% | 0.01% | +83.3% |
| Q2 2014 | $14,367,000 | +721.4% | 245,867 | +695.2% | 0.01% | +500.0% |
| Q1 2014 | $1,749,000 | +19.0% | 30,920 | +18.2% | 0.00% | 0.0% |
| Q4 2013 | $1,470,000 | +88.5% | 26,148 | +78.3% | 0.00% | – |
| Q3 2013 | $780,000 | +19400.0% | 14,668 | +19993.2% | 0.00% | – |
| Q2 2013 | $4,000 | – | 73 | – | 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% |