WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 50 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $720,717 | -0.5% | 18,246 | +106.2% | 0.00% | – |
| Q2 2023 | $724,550 | -0.4% | 8,850 | 0.0% | 0.00% | – |
| Q1 2023 | $727,559 | +17.5% | 8,850 | 0.0% | 0.00% | – |
| Q4 2022 | $619,146 | -3.4% | 8,850 | -14.1% | 0.00% | – |
| Q3 2022 | $641,000 | -5.0% | 10,302 | 0.0% | 0.00% | – |
| Q2 2022 | $675,000 | -16.8% | 10,302 | -6.5% | 0.00% | – |
| Q1 2022 | $811,000 | -92.1% | 11,023 | -91.3% | 0.00% | -100.0% |
| Q4 2021 | $10,213,000 | +114.5% | 127,423 | +103.6% | 0.01% | +150.0% |
| Q3 2021 | $4,761,000 | -64.8% | 62,595 | -64.7% | 0.00% | -71.4% |
| Q2 2021 | $13,509,000 | -0.6% | 177,168 | -5.1% | 0.01% | 0.0% |
| Q1 2021 | $13,590,000 | +765.6% | 186,769 | +688.7% | 0.01% | +600.0% |
| Q4 2020 | $1,570,000 | +20.7% | 23,681 | +12.4% | 0.00% | 0.0% |
| Q3 2020 | $1,301,000 | -20.2% | 21,067 | -21.6% | 0.00% | 0.0% |
| Q2 2020 | $1,631,000 | -5.0% | 26,859 | -19.8% | 0.00% | -50.0% |
| Q1 2020 | $1,716,000 | -89.9% | 33,492 | -86.0% | 0.00% | -81.8% |
| Q4 2019 | $16,934,000 | -26.9% | 239,944 | -30.3% | 0.01% | -31.2% |
| Q3 2019 | $23,150,000 | +65.7% | 344,092 | +63.0% | 0.02% | +100.0% |
| Q2 2019 | $13,970,000 | +2.4% | 211,160 | -1.1% | 0.01% | 0.0% |
| Q1 2019 | $13,643,000 | -44.3% | 213,538 | -50.8% | 0.01% | -52.9% |
| Q4 2018 | $24,476,000 | +340.5% | 433,748 | +393.4% | 0.02% | +750.0% |
| Q3 2018 | $5,556,000 | -14.2% | 87,902 | -14.3% | 0.00% | 0.0% |
| Q2 2018 | $6,477,000 | -15.7% | 102,572 | -16.3% | 0.00% | -50.0% |
| Q1 2018 | $7,687,000 | -90.1% | 122,598 | -91.3% | 0.00% | -91.7% |
| Q4 2014 | $77,967,000 | +123.7% | 1,401,849 | +132.4% | 0.05% | +118.2% |
| Q3 2014 | $34,851,000 | +2.0% | 603,209 | +3.1% | 0.02% | -4.3% |
| Q2 2014 | $34,180,000 | +98.7% | 585,021 | +92.3% | 0.02% | +91.7% |
| Q1 2014 | $17,205,000 | +46.3% | 304,288 | +45.4% | 0.01% | +50.0% |
| Q4 2013 | $11,764,000 | +2648.6% | 209,345 | +2495.4% | 0.01% | – |
| Q3 2013 | $428,000 | – | 8,066 | – | 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% |