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 | $522,585 | -4.6% | 13,230 | +97.8% | 0.05% | +2.0% |
| Q2 2023 | $547,710 | -0.4% | 6,690 | 0.0% | 0.05% | -5.7% |
| Q1 2023 | $549,985 | +117418.2% | 6,690 | 0.0% | 0.05% | +15.2% |
| Q4 2022 | $468 | -99.9% | 6,690 | -8.3% | 0.05% | -8.0% |
| Q3 2022 | $454,000 | -10.3% | 7,299 | -5.4% | 0.05% | -2.0% |
| Q2 2022 | $506,000 | -12.5% | 7,719 | -1.7% | 0.05% | 0.0% |
| Q1 2022 | $578,000 | -8.1% | 7,849 | 0.0% | 0.05% | -3.8% |
| Q4 2021 | $629,000 | +2.4% | 7,849 | -2.8% | 0.05% | -7.0% |
| Q3 2021 | $614,000 | -0.3% | 8,074 | 0.0% | 0.06% | +1.8% |
| Q2 2021 | $616,000 | +4.6% | 8,074 | -0.3% | 0.06% | -1.8% |
| Q1 2021 | $589,000 | +3.0% | 8,099 | -6.1% | 0.06% | -3.4% |
| Q4 2020 | $572,000 | +4.0% | 8,624 | -3.2% | 0.06% | -6.3% |
| Q3 2020 | $550,000 | -10.1% | 8,909 | -11.7% | 0.06% | -17.1% |
| Q2 2020 | $612,000 | +16.1% | 10,084 | -1.9% | 0.08% | -1.3% |
| Q1 2020 | $527,000 | -33.3% | 10,284 | -8.1% | 0.08% | -16.3% |
| Q4 2019 | $790,000 | +9.1% | 11,194 | +4.0% | 0.09% | -2.1% |
| Q3 2019 | $724,000 | +0.1% | 10,760 | -1.6% | 0.09% | -3.1% |
| Q2 2019 | $723,000 | +2.3% | 10,930 | -1.2% | 0.10% | -2.0% |
| Q1 2019 | $707,000 | +9.8% | 11,065 | -3.0% | 0.10% | -2.0% |
| Q4 2018 | $644,000 | -11.9% | 11,405 | -1.4% | 0.10% | -1.0% |
| Q3 2018 | $731,000 | +0.3% | 11,570 | +0.2% | 0.10% | -6.4% |
| Q2 2018 | $729,000 | -1.1% | 11,545 | -1.7% | 0.11% | -1.8% |
| Q1 2018 | $737,000 | -5.5% | 11,745 | -4.1% | 0.11% | -2.6% |
| Q4 2017 | $780,000 | -4.3% | 12,245 | -2.8% | 0.11% | -8.8% |
| Q3 2017 | $815,000 | +8.2% | 12,595 | +4.3% | 0.12% | +6.8% |
| Q2 2017 | $753,000 | +58.5% | 12,075 | +59.6% | 0.12% | +53.9% |
| Q1 2017 | $475,000 | +38.1% | 7,565 | +26.3% | 0.08% | +31.0% |
| Q4 2016 | $344,000 | +10.6% | 5,990 | +3.5% | 0.06% | +11.5% |
| Q3 2016 | $311,000 | +6.1% | 5,790 | 0.0% | 0.05% | +6.1% |
| Q2 2016 | $293,000 | +14.9% | 5,790 | +17.8% | 0.05% | +11.4% |
| Q1 2016 | $255,000 | +24.4% | 4,915 | +31.2% | 0.04% | +10.0% |
| Q3 2015 | $205,000 | – | 3,745 | – | 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% |