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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $863,000 | -0.8% | 12,225 | -5.5% | 0.01% | -14.3% |
| Q3 2019 | $870,000 | +5.7% | 12,935 | +4.0% | 0.01% | 0.0% |
| Q2 2019 | $823,000 | +3.8% | 12,435 | +0.3% | 0.01% | 0.0% |
| Q1 2019 | $793,000 | -44.5% | 12,401 | -51.0% | 0.01% | 0.0% |
| Q4 2018 | $1,428,000 | +70.0% | 25,316 | +90.6% | 0.01% | 0.0% |
| Q3 2018 | $840,000 | -48.8% | 13,281 | -48.9% | 0.01% | -12.5% |
| Q2 2018 | $1,640,000 | +101.5% | 25,972 | +100.0% | 0.01% | 0.0% |
| Q1 2018 | $814,000 | -1.2% | 12,986 | +0.4% | 0.01% | 0.0% |
| Q4 2017 | $824,000 | -0.8% | 12,933 | +0.6% | 0.01% | -11.1% |
| Q3 2017 | $831,000 | +4.7% | 12,857 | +0.9% | 0.01% | 0.0% |
| Q2 2017 | $794,000 | -13.1% | 12,743 | -12.4% | 0.01% | -10.0% |
| Q1 2017 | $914,000 | -31.5% | 14,554 | -37.4% | 0.01% | -37.5% |
| Q4 2016 | $1,335,000 | -6.8% | 23,253 | -12.8% | 0.02% | -15.8% |
| Q3 2016 | $1,433,000 | -25.2% | 26,665 | -29.7% | 0.02% | -26.9% |
| Q2 2016 | $1,916,000 | -23.2% | 37,916 | -21.1% | 0.03% | -29.7% |
| Q1 2016 | $2,495,000 | +13.4% | 48,071 | +17.5% | 0.04% | +2.8% |
| Q4 2015 | $2,201,000 | -46.1% | 40,912 | -45.3% | 0.04% | -49.3% |
| Q3 2015 | $4,085,000 | -8.9% | 74,757 | +2.7% | 0.07% | -6.6% |
| Q2 2015 | $4,484,000 | +33.7% | 72,798 | +43.5% | 0.08% | +28.8% |
| Q1 2015 | $3,354,000 | – | 50,724 | – | 0.06% | – |
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% |