BANK OF MONTREAL /CAN/ - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 187 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,855,356
+1454.7%
120,600
+3130.6%
0.00%
Q2 2023$312,302
+84.3%
3,733
+55.3%
0.00%
Q4 2022$169,460
-63.9%
2,403
-65.1%
0.00%
Q3 2022$469,000
+134.5%
6,884
+129.8%
0.00%
Q2 2022$200,000
-17.0%
2,995
-5.8%
0.00%
Q1 2022$241,000
-22.0%
3,178
-17.1%
0.00%
Q4 2021$309,000
-48.4%
3,835
-51.0%
0.00%
Q3 2021$599,000
-36.3%
7,823
-35.7%
0.00%
Q2 2021$941,000
+131.2%
12,161
+120.6%
0.00%
Q1 2021$407,000
-43.7%
5,513
-48.1%
0.00%
Q4 2020$723,000
-57.1%
10,628
-60.8%
0.00%
-100.0%
Q3 2020$1,685,000
+1.8%
27,084
+0.3%
0.00%
-50.0%
Q2 2020$1,656,000
+17.7%
27,010
-2.9%
0.00%0.0%
Q1 2020$1,407,000
-23.1%
27,825
+7.3%
0.00%
+100.0%
Q4 2019$1,830,000
+3.2%
25,921
-1.7%
0.00%
-50.0%
Q3 2019$1,774,000
+4.0%
26,359
+2.3%
0.00%
+100.0%
Q2 2019$1,705,000
-0.8%
25,763
-4.2%
0.00%0.0%
Q1 2019$1,719,000
+11.0%
26,901
-1.9%
0.00%0.0%
Q4 2018$1,549,000
-58.3%
27,430
-53.3%
0.00%
-66.7%
Q3 2018$3,713,000
-40.7%
58,736
-40.8%
0.00%
-40.0%
Q2 2018$6,261,000
+10.9%
99,165
+10.2%
0.01%0.0%
Q1 2018$5,645,000
+2.5%
90,004
+4.1%
0.01%0.0%
Q4 2017$5,507,000
-16.3%
86,435
-15.0%
0.01%
-16.7%
Q3 2017$6,582,000
+21.2%
101,731
+16.8%
0.01%
+20.0%
Q2 2017$5,431,000
+137.6%
87,130
+139.4%
0.01%
+150.0%
Q1 2017$2,286,000
-60.8%
36,402
-66.4%
0.00%
-66.7%
Q4 2016$5,833,000
-6.6%
108,451
-6.7%
0.01%
-14.3%
Q3 2016$6,245,000
-4.6%
116,202
-10.3%
0.01%0.0%
Q2 2016$6,547,000
-24.5%
129,577
-22.4%
0.01%
-22.2%
Q1 2016$8,668,000
-22.1%
166,949
-19.3%
0.01%
-30.8%
Q4 2015$11,131,000
-7.1%
206,867
-5.7%
0.01%
-23.5%
Q3 2015$11,986,000
-20.6%
219,331
-10.5%
0.02%0.0%
Q2 2015$15,095,000
+58.6%
245,091
+70.3%
0.02%
+54.5%
Q1 2015$9,518,000
+70.5%
143,918
+43.4%
0.01%
+83.3%
Q4 2014$5,582,000
-3.7%
100,368
+0.1%
0.01%
-14.3%
Q3 2014$5,794,000
+23.0%
100,274
+24.3%
0.01%
+40.0%
Q2 2014$4,712,000
+3.4%
80,654
+0.1%
0.01%
-16.7%
Q1 2014$4,555,000
+24.6%
80,540
+23.8%
0.01%
+20.0%
Q4 2013$3,656,000
+11.1%
65,037
+5.0%
0.01%0.0%
Q3 2013$3,291,000
+497.3%
61,911
+440.3%
0.01%
+400.0%
Q2 2013$551,00011,4590.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders