WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 312 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,882,469 | -3.9% | 47,658 | +99.1% | 0.00% | 0.0% |
Q2 2023 | $1,959,407 | -4.1% | 23,933 | -3.7% | 0.00% | 0.0% |
Q1 2023 | $2,043,976 | +6.5% | 24,863 | -9.3% | 0.00% | 0.0% |
Q4 2022 | $1,919,000 | +0.6% | 27,423 | -10.6% | 0.00% | 0.0% |
Q3 2022 | $1,908,000 | -8.9% | 30,670 | -3.8% | 0.00% | 0.0% |
Q2 2022 | $2,095,000 | -12.0% | 31,878 | -1.4% | 0.00% | 0.0% |
Q1 2022 | $2,380,000 | -65.8% | 32,340 | -62.7% | 0.00% | -50.0% |
Q4 2021 | $6,962,000 | +40.5% | 86,774 | +33.1% | 0.00% | 0.0% |
Q3 2021 | $4,955,000 | +69.9% | 65,180 | +70.4% | 0.00% | +100.0% |
Q2 2021 | $2,917,000 | +5.9% | 38,258 | +1.1% | 0.00% | 0.0% |
Q1 2021 | $2,754,000 | +15.7% | 37,859 | +5.4% | 0.00% | 0.0% |
Q4 2020 | $2,380,000 | +8.9% | 35,903 | +1.6% | 0.00% | 0.0% |
Q3 2020 | $2,185,000 | -10.1% | 35,352 | -11.7% | 0.00% | 0.0% |
Q2 2020 | $2,431,000 | +8.6% | 40,057 | -5.8% | 0.00% | 0.0% |
Q1 2020 | $2,239,000 | -56.9% | 42,533 | -42.2% | 0.00% | -50.0% |
Q4 2019 | $5,197,000 | +1.3% | 73,620 | -3.3% | 0.00% | 0.0% |
Q3 2019 | $5,128,000 | -7.0% | 76,159 | -8.6% | 0.00% | 0.0% |
Q2 2019 | $5,514,000 | -23.8% | 83,321 | -26.4% | 0.00% | -33.3% |
Q1 2019 | $7,235,000 | +0.4% | 113,202 | -11.3% | 0.00% | -25.0% |
Q4 2018 | $7,206,000 | -19.1% | 127,680 | -9.4% | 0.00% | +33.3% |
Q3 2018 | $8,905,000 | +50.1% | 140,859 | +49.9% | 0.00% | 0.0% |
Q2 2018 | $5,932,000 | -6.0% | 93,945 | -6.7% | 0.00% | 0.0% |
Q1 2018 | $6,312,000 | -60.6% | 100,641 | -59.9% | 0.00% | -57.1% |
Q4 2017 | $16,003,000 | -30.8% | 250,882 | -29.7% | 0.01% | -36.4% |
Q3 2017 | $23,110,000 | +21.2% | 356,990 | +16.2% | 0.01% | +10.0% |
Q2 2017 | $19,070,000 | -49.2% | 307,344 | -48.6% | 0.01% | -47.4% |
Q1 2017 | $37,514,000 | +32.5% | 597,422 | +20.7% | 0.02% | +26.7% |
Q4 2016 | $28,302,000 | +18.8% | 494,869 | +11.4% | 0.02% | +15.4% |
Q3 2016 | $23,826,000 | -57.4% | 444,028 | -59.7% | 0.01% | -60.6% |
Q2 2016 | $55,865,000 | -61.3% | 1,102,069 | -60.4% | 0.03% | -61.6% |
Q1 2016 | $144,434,000 | +0.8% | 2,783,975 | +4.3% | 0.09% | +2.4% |
Q4 2015 | $143,288,000 | +4.9% | 2,669,089 | +6.7% | 0.08% | -1.2% |
Q3 2015 | $136,630,000 | -5.8% | 2,500,360 | +5.9% | 0.08% | +2.4% |
Q2 2015 | $145,109,000 | -0.9% | 2,362,086 | +6.7% | 0.08% | -1.2% |
Q1 2015 | $146,385,000 | +35.8% | 2,214,161 | +14.2% | 0.08% | +33.3% |
Q4 2014 | $107,774,000 | +14.3% | 1,938,359 | +18.7% | 0.06% | +10.5% |
Q3 2014 | $94,296,000 | +28.5% | 1,633,165 | +29.9% | 0.06% | +32.6% |
Q2 2014 | $73,368,000 | +56.7% | 1,257,492 | +51.6% | 0.04% | +53.6% |
Q1 2014 | $46,833,000 | +158.0% | 829,400 | +156.2% | 0.03% | +154.5% |
Q4 2013 | $18,151,000 | +6159.0% | 323,765 | +5827.6% | 0.01% | – |
Q3 2013 | $290,000 | +1426.3% | 5,462 | +810.3% | 0.00% | – |
Q2 2013 | $19,000 | – | 600 | – | 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% |