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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,944 | -3.5% | 5,872 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $240,365 | -0.4% | 2,936 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $241,365 | +17.5% | 2,936 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $205,367 | +12.2% | 2,936 | -0.1% | 0.00% | 0.0% |
| Q3 2022 | $183,000 | -6.6% | 2,940 | -1.6% | 0.00% | 0.0% |
| Q2 2022 | $196,000 | -19.0% | 2,987 | -9.2% | 0.00% | 0.0% |
| Q1 2022 | $242,000 | -8.3% | 3,290 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $264,000 | +2.7% | 3,290 | -2.7% | 0.00% | -20.0% |
| Q3 2021 | $257,000 | -0.4% | 3,383 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $258,000 | +4.9% | 3,383 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $246,000 | +7.9% | 3,383 | -1.8% | 0.01% | 0.0% |
| Q4 2020 | $228,000 | +7.0% | 3,444 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $213,000 | -4.1% | 3,444 | -5.8% | 0.01% | -16.7% |
| Q2 2020 | $222,000 | +18.7% | 3,657 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $187,000 | -30.2% | 3,657 | -3.5% | 0.01% | -14.3% |
| Q4 2019 | $268,000 | -3.9% | 3,791 | -8.6% | 0.01% | -12.5% |
| Q3 2019 | $279,000 | +0.4% | 4,148 | -1.3% | 0.01% | 0.0% |
| Q2 2019 | $278,000 | +3.3% | 4,203 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $269,000 | +12.6% | 4,203 | -0.8% | 0.01% | 0.0% |
| Q4 2018 | $239,000 | -11.2% | 4,238 | -0.4% | 0.01% | 0.0% |
| Q3 2018 | $269,000 | -4.3% | 4,254 | -4.3% | 0.01% | -11.1% |
| Q2 2018 | $281,000 | -7.3% | 4,447 | -7.9% | 0.01% | -10.0% |
| Q1 2018 | $303,000 | -54.5% | 4,830 | -53.8% | 0.01% | -56.5% |
| Q4 2017 | $666,000 | -1.6% | 10,462 | 0.0% | 0.02% | -8.0% |
| Q3 2017 | $677,000 | +2.3% | 10,462 | -1.5% | 0.02% | -3.8% |
| Q2 2017 | $662,000 | +0.8% | 10,622 | +1.6% | 0.03% | -3.7% |
| Q1 2017 | $657,000 | +6.7% | 10,454 | -2.5% | 0.03% | +3.8% |
| Q4 2016 | $616,000 | -0.5% | 10,724 | -6.8% | 0.03% | -3.7% |
| Q3 2016 | $619,000 | -32.1% | 11,512 | -36.2% | 0.03% | -32.5% |
| Q2 2016 | $911,000 | -2.8% | 18,042 | 0.0% | 0.04% | -2.4% |
| Q1 2016 | $937,000 | -27.2% | 18,042 | -24.6% | 0.04% | -29.3% |
| Q4 2015 | $1,287,000 | +0.9% | 23,915 | +2.4% | 0.06% | -6.5% |
| Q3 2015 | $1,276,000 | +9.0% | 23,350 | +22.8% | 0.06% | +19.2% |
| Q2 2015 | $1,171,000 | +30.7% | 19,020 | +40.3% | 0.05% | +26.8% |
| Q1 2015 | $896,000 | – | 13,555 | – | 0.04% | – |
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% |