WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $66,846 | -27.7% | 1,560 | -33.4% | 0.01% | -46.7% |
| Q3 2023 | $92,509 | -3.5% | 2,342 | +100.0% | 0.02% | 0.0% |
| Q2 2023 | $95,870 | -0.4% | 1,171 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $96,268 | +117300.0% | 1,171 | 0.0% | 0.02% | +23.1% |
| Q4 2022 | $82 | -100.0% | 1,171 | -58.7% | 0.01% | -56.7% |
| Q3 2022 | $177,000 | -4.8% | 2,834 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $186,000 | -10.6% | 2,834 | 0.0% | 0.03% | +3.4% |
| Q1 2022 | $208,000 | +26.1% | 2,834 | +38.0% | 0.03% | 0.0% |
| Q4 2021 | $165,000 | +5.8% | 2,054 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $156,000 | +4.7% | 2,054 | 0.0% | 0.03% | +16.0% |
| Q1 2021 | $149,000 | -8.0% | 2,054 | -16.0% | 0.02% | -13.8% |
| Q4 2020 | $162,000 | -58.0% | 2,445 | -60.9% | 0.03% | -60.8% |
| Q3 2020 | $386,000 | +1.6% | 6,257 | 0.0% | 0.07% | -7.5% |
| Q2 2020 | $380,000 | +18.4% | 6,257 | 0.0% | 0.08% | +8.1% |
| Q1 2020 | $321,000 | -36.1% | 6,257 | -12.0% | 0.07% | -19.6% |
| Q4 2019 | $502,000 | +19.2% | 7,108 | +13.6% | 0.09% | +7.0% |
| Q3 2019 | $421,000 | +1.7% | 6,257 | 0.0% | 0.09% | +3.6% |
| Q2 2019 | $414,000 | -1.2% | 6,257 | -4.5% | 0.08% | +3.8% |
| Q1 2019 | $419,000 | +12.3% | 6,555 | -0.7% | 0.08% | -2.4% |
| Q4 2018 | $373,000 | -10.6% | 6,602 | 0.0% | 0.08% | -4.7% |
| Q3 2018 | $417,000 | -12.0% | 6,602 | -12.0% | 0.09% | -15.7% |
| Q2 2018 | $474,000 | -45.3% | 7,503 | -45.7% | 0.10% | -47.4% |
| Q1 2018 | $867,000 | -35.2% | 13,824 | -34.1% | 0.19% | -36.6% |
| Q4 2017 | $1,337,000 | -33.8% | 20,990 | -32.7% | 0.31% | -36.0% |
| Q3 2017 | $2,019,000 | -12.7% | 31,201 | -16.0% | 0.48% | -17.9% |
| Q2 2017 | $2,314,000 | -93.7% | 37,123 | -94.2% | 0.58% | -88.8% |
| Q1 2017 | $36,876,000 | +92.7% | 640,067 | +92.0% | 5.19% | +3.5% |
| Q4 2016 | $19,136,000 | +7.1% | 333,400 | +0.3% | 5.01% | -2.1% |
| Q3 2016 | $17,866,000 | +10.2% | 332,469 | +3.6% | 5.12% | +6.7% |
| Q2 2016 | $16,218,000 | +2.4% | 321,025 | +5.2% | 4.80% | -4.2% |
| Q1 2016 | $15,840,000 | +0.8% | 305,154 | +4.5% | 5.01% | +0.0% |
| Q4 2015 | $15,713,000 | -38.0% | 292,030 | -37.1% | 5.00% | -38.9% |
| Q3 2015 | $25,352,000 | -11.2% | 463,909 | +0.0% | 8.20% | +5.6% |
| Q2 2015 | $28,558,000 | -1.1% | 463,701 | +6.2% | 7.76% | +7.3% |
| Q1 2015 | $28,873,000 | – | 436,628 | – | 7.23% | – |
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% |