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 2018 | $506,000 | +1.0% | 8,011 | +0.9% | 0.06% | -8.1% |
| Q2 2018 | $501,000 | -13.6% | 7,941 | -14.2% | 0.06% | -18.4% |
| Q1 2018 | $580,000 | +8.0% | 9,250 | +9.8% | 0.08% | +15.2% |
| Q4 2017 | $537,000 | +20.4% | 8,422 | +22.2% | 0.07% | +13.8% |
| Q3 2017 | $446,000 | +12.1% | 6,892 | +7.9% | 0.06% | +11.5% |
| Q2 2017 | $398,000 | +2.3% | 6,385 | +3.2% | 0.05% | -1.9% |
| Q1 2017 | $389,000 | -17.9% | 6,190 | -25.0% | 0.05% | -24.3% |
| Q4 2016 | $474,000 | -29.5% | 8,250 | -34.0% | 0.07% | -30.0% |
| Q3 2016 | $672,000 | +17.7% | 12,499 | +10.5% | 0.10% | +7.5% |
| Q2 2016 | $571,000 | -19.1% | 11,310 | -16.8% | 0.09% | -24.4% |
| Q1 2016 | $706,000 | -13.3% | 13,598 | -10.2% | 0.12% | -16.3% |
| Q4 2015 | $814,000 | +2.9% | 15,136 | +4.5% | 0.15% | -7.5% |
| Q3 2015 | $791,000 | +4.8% | 14,479 | +18.1% | 0.16% | +14.4% |
| Q2 2015 | $755,000 | +0.1% | 12,265 | +7.6% | 0.14% | +8.6% |
| Q1 2015 | $754,000 | +153.9% | 11,400 | +113.2% | 0.13% | +178.3% |
| Q4 2014 | $297,000 | – | 5,347 | – | 0.05% | – |
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% |