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 2020 | $56,000 | +3.7% | 897 | 0.0% | 0.00% | – |
| Q2 2020 | $54,000 | +12.5% | 897 | 0.0% | 0.00% | – |
| Q1 2020 | $48,000 | -23.8% | 897 | 0.0% | 0.00% | – |
| Q4 2019 | $63,000 | +46.5% | 897 | +40.2% | 0.00% | – |
| Q3 2019 | $43,000 | -10.4% | 640 | -17.9% | 0.00% | – |
| Q1 2017 | $48,000 | +77.8% | 780 | +56.0% | 0.00% | – |
| Q3 2015 | $27,000 | -12.9% | 500 | 0.0% | 0.00% | – |
| Q2 2015 | $31,000 | – | 500 | – | 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% |