WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 183 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,380 | -3.5% | 10,440 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $427,361 | -0.4% | 5,220 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $429,136 | +17.5% | 5,220 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $365,191 | +12.4% | 5,220 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $325,000 | -6.3% | 5,220 | -1.3% | 0.00% | 0.0% |
| Q2 2022 | $347,000 | -10.8% | 5,290 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $389,000 | -8.3% | 5,290 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $424,000 | -29.2% | 5,290 | -32.8% | 0.00% | -25.0% |
| Q3 2021 | $599,000 | -0.2% | 7,870 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $600,000 | +4.7% | 7,870 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $573,000 | +9.8% | 7,870 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $522,000 | +2.8% | 7,870 | -4.3% | 0.00% | -20.0% |
| Q3 2020 | $508,000 | +4.3% | 8,225 | +2.5% | 0.01% | 0.0% |
| Q2 2020 | $487,000 | +19.4% | 8,025 | +0.9% | 0.01% | 0.0% |
| Q1 2020 | $408,000 | -39.8% | 7,955 | -17.1% | 0.01% | -16.7% |
| Q4 2019 | $678,000 | +5.0% | 9,600 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $646,000 | -2.0% | 9,600 | -3.7% | 0.01% | 0.0% |
| Q2 2019 | $659,000 | +12.5% | 9,964 | +8.7% | 0.01% | 0.0% |
| Q1 2019 | $586,000 | +10.2% | 9,164 | -2.7% | 0.01% | 0.0% |
| Q4 2018 | $532,000 | -11.8% | 9,422 | -1.3% | 0.01% | 0.0% |
| Q3 2018 | $603,000 | +4.1% | 9,544 | +4.1% | 0.01% | 0.0% |
| Q2 2018 | $579,000 | -51.6% | 9,164 | -52.0% | 0.01% | -12.5% |
| Q1 2018 | $1,196,000 | +96.7% | 19,078 | +100.0% | 0.01% | 0.0% |
| Q4 2017 | $608,000 | -6.5% | 9,539 | -5.1% | 0.01% | -11.1% |
| Q3 2017 | $650,000 | +9.2% | 10,051 | +5.4% | 0.01% | +12.5% |
| Q2 2017 | $595,000 | -10.1% | 9,539 | -9.4% | 0.01% | -11.1% |
| Q1 2017 | $662,000 | +9.4% | 10,532 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $605,000 | +15.0% | 10,532 | +7.5% | 0.01% | +12.5% |
| Q3 2016 | $526,000 | +6.3% | 9,793 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $495,000 | -6.8% | 9,793 | -4.3% | 0.01% | -11.1% |
| Q1 2016 | $531,000 | +11.8% | 10,233 | +15.9% | 0.01% | +12.5% |
| Q4 2015 | $475,000 | – | 8,829 | – | 0.01% | – |
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% |