WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 194 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $110,916 | -9.9% | 2,808 | +86.7% | 0.00% | – |
| Q2 2023 | $123,132 | -13.5% | 1,504 | -13.2% | 0.00% | -100.0% |
| Q1 2023 | $142,388 | +36.7% | 1,732 | +16.3% | 0.00% | – |
| Q4 2022 | $104,170 | +12.0% | 1,489 | +0.1% | 0.00% | – |
| Q3 2022 | $93,000 | -28.5% | 1,488 | -25.3% | 0.00% | -100.0% |
| Q2 2022 | $130,000 | -11.6% | 1,991 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $147,000 | -28.6% | 1,991 | -22.4% | 0.00% | 0.0% |
| Q4 2021 | $206,000 | +5.6% | 2,566 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $195,000 | -0.5% | 2,566 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $196,000 | +4.8% | 2,566 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $187,000 | +10.0% | 2,566 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $170,000 | -14.6% | 2,566 | -20.6% | 0.00% | 0.0% |
| Q3 2020 | $199,000 | +19.9% | 3,230 | +18.3% | 0.00% | 0.0% |
| Q2 2020 | $166,000 | +16.9% | 2,730 | -1.8% | 0.00% | 0.0% |
| Q1 2020 | $142,000 | -21.5% | 2,780 | +8.3% | 0.00% | 0.0% |
| Q4 2019 | $181,000 | -28.7% | 2,568 | -31.8% | 0.00% | 0.0% |
| Q3 2019 | $254,000 | -14.2% | 3,768 | -15.6% | 0.00% | -50.0% |
| Q2 2019 | $296,000 | -25.4% | 4,467 | -28.1% | 0.00% | 0.0% |
| Q1 2019 | $397,000 | +11.8% | 6,209 | -1.2% | 0.00% | -33.3% |
| Q4 2018 | $355,000 | -19.3% | 6,283 | -9.7% | 0.00% | 0.0% |
| Q3 2018 | $440,000 | -60.8% | 6,956 | -60.9% | 0.00% | -62.5% |
| Q2 2018 | $1,122,000 | -1.7% | 17,773 | -2.3% | 0.01% | 0.0% |
| Q1 2018 | $1,141,000 | -2.5% | 18,184 | -1.0% | 0.01% | 0.0% |
| Q4 2017 | $1,170,000 | +8.9% | 18,367 | +10.6% | 0.01% | 0.0% |
| Q3 2017 | $1,074,000 | -37.7% | 16,604 | -39.9% | 0.01% | -38.5% |
| Q2 2017 | $1,723,000 | +27.0% | 27,638 | +21.7% | 0.01% | +18.2% |
| Q1 2017 | $1,357,000 | -6.9% | 22,706 | -10.5% | 0.01% | -15.4% |
| Q4 2016 | $1,457,000 | -1.2% | 25,382 | -7.5% | 0.01% | 0.0% |
| Q3 2016 | $1,475,000 | +16.4% | 27,453 | +9.5% | 0.01% | +8.3% |
| Q2 2016 | $1,267,000 | +50.1% | 25,082 | +54.2% | 0.01% | +50.0% |
| Q1 2016 | $844,000 | -16.8% | 16,269 | -13.7% | 0.01% | -20.0% |
| Q4 2015 | $1,014,000 | -15.0% | 18,856 | -13.7% | 0.01% | 0.0% |
| Q3 2015 | $1,193,000 | -10.2% | 21,844 | +1.2% | 0.01% | +400.0% |
| Q2 2015 | $1,328,000 | +59.8% | 21,577 | +71.5% | 0.00% | +100.0% |
| Q1 2015 | $831,000 | +30.0% | 12,578 | +9.5% | 0.00% | 0.0% |
| Q4 2014 | $639,000 | – | 11,490 | – | 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% |