WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 204 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $775,543 | +10.8% | 19,634 | +129.6% | 0.00% | – |
| Q2 2023 | $700,070 | +11.4% | 8,551 | +11.9% | 0.00% | – |
| Q1 2023 | $628,167 | +6.2% | 7,641 | -9.6% | 0.00% | – |
| Q4 2022 | $591,442 | +0.9% | 8,454 | -10.3% | 0.00% | – |
| Q3 2022 | $586,000 | -21.1% | 9,427 | -16.8% | 0.00% | -100.0% |
| Q2 2022 | $743,000 | -22.1% | 11,331 | -12.6% | 0.00% | 0.0% |
| Q1 2022 | $954,000 | -17.5% | 12,970 | -10.0% | 0.00% | 0.0% |
| Q4 2021 | $1,156,000 | -13.0% | 14,415 | -17.4% | 0.00% | 0.0% |
| Q3 2021 | $1,328,000 | -49.9% | 17,454 | -49.8% | 0.00% | -50.0% |
| Q2 2021 | $2,652,000 | +1.0% | 34,779 | -3.6% | 0.00% | 0.0% |
| Q1 2021 | $2,626,000 | +11.1% | 36,094 | +1.3% | 0.00% | +100.0% |
| Q4 2020 | $2,363,000 | +3.5% | 35,634 | -3.6% | 0.00% | 0.0% |
| Q3 2020 | $2,282,000 | +8.8% | 36,950 | +6.9% | 0.00% | -50.0% |
| Q2 2020 | $2,098,000 | -40.9% | 34,552 | -50.1% | 0.00% | -33.3% |
| Q1 2020 | $3,547,000 | +1.3% | 69,226 | +39.5% | 0.00% | 0.0% |
| Q4 2019 | $3,503,000 | -14.2% | 49,629 | -18.2% | 0.00% | 0.0% |
| Q3 2019 | $4,082,000 | -4.9% | 60,669 | -6.4% | 0.00% | 0.0% |
| Q2 2019 | $4,291,000 | -6.4% | 64,848 | -9.6% | 0.00% | -25.0% |
| Q1 2019 | $4,584,000 | -16.7% | 71,720 | -26.5% | 0.00% | -20.0% |
| Q4 2018 | $5,505,000 | -18.9% | 97,528 | -9.2% | 0.01% | -16.7% |
| Q3 2018 | $6,789,000 | -60.4% | 107,368 | -60.4% | 0.01% | -62.5% |
| Q2 2018 | $17,129,000 | +46.1% | 271,277 | +45.1% | 0.02% | +60.0% |
| Q1 2018 | $11,728,000 | -32.0% | 186,981 | -30.9% | 0.01% | -28.6% |
| Q4 2017 | $17,250,000 | +7.4% | 270,769 | +9.1% | 0.01% | +7.7% |
| Q3 2017 | $16,056,000 | +17.4% | 248,152 | +13.1% | 0.01% | 0.0% |
| Q2 2017 | $13,677,000 | -10.0% | 219,422 | -9.3% | 0.01% | 0.0% |
| Q1 2017 | $15,204,000 | -8.8% | 242,050 | -16.6% | 0.01% | -13.3% |
| Q4 2016 | $16,668,000 | -52.1% | 290,370 | -55.2% | 0.02% | -53.1% |
| Q3 2016 | $34,802,000 | -14.1% | 647,575 | -19.2% | 0.03% | -22.0% |
| Q2 2016 | $40,503,000 | +19.6% | 801,562 | +22.8% | 0.04% | +7.9% |
| Q1 2016 | $33,879,000 | -42.6% | 652,496 | -40.5% | 0.04% | -35.6% |
| Q4 2015 | $59,011,000 | -8.8% | 1,096,648 | -7.4% | 0.06% | -1.7% |
| Q3 2015 | $64,705,000 | -2.1% | 1,183,965 | +10.3% | 0.06% | +1.7% |
| Q2 2015 | $66,101,000 | -46.0% | 1,073,247 | -42.0% | 0.06% | -50.0% |
| Q1 2015 | $122,447,000 | +3852.5% | 1,851,339 | +3223.5% | 0.12% | +3833.3% |
| Q4 2014 | $3,098,000 | +146.5% | 55,704 | +156.0% | 0.00% | +200.0% |
| Q3 2014 | $1,257,000 | +31.9% | 21,757 | +33.4% | 0.00% | 0.0% |
| Q2 2014 | $953,000 | +9.0% | 16,315 | +5.6% | 0.00% | 0.0% |
| Q1 2014 | $874,000 | +35.9% | 15,450 | +34.9% | 0.00% | 0.0% |
| Q4 2013 | $643,000 | +31.2% | 11,454 | +24.2% | 0.00% | – |
| Q3 2013 | $490,000 | +48.5% | 9,221 | +34.4% | 0.00% | – |
| Q2 2013 | $330,000 | – | 6,861 | – | 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% |