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 | $550,906 | +84.3% | 13,947 | +281.9% | 0.00% | – |
| Q2 2023 | $298,989 | -99.6% | 3,652 | -99.7% | 0.00% | -100.0% |
| Q3 2019 | $70,755,000 | +12205.2% | 1,051,504 | +11582.1% | 0.11% | +11000.0% |
| Q1 2019 | $575,000 | +13.4% | 9,001 | +12.3% | 0.00% | 0.0% |
| Q3 2018 | $507,000 | -69.1% | 8,016 | -68.9% | 0.00% | -50.0% |
| Q4 2017 | $1,643,000 | -97.5% | 25,782 | -97.5% | 0.00% | -98.0% |
| Q3 2017 | $65,679,000 | +2471.6% | 1,015,132 | +2377.4% | 0.10% | +1900.0% |
| Q2 2017 | $2,554,000 | -10.4% | 40,976 | -17.5% | 0.01% | -16.7% |
| Q4 2016 | $2,851,000 | +609.2% | 49,666 | +563.6% | 0.01% | +500.0% |
| Q3 2016 | $402,000 | -98.0% | 7,484 | -97.7% | 0.00% | -97.4% |
| Q2 2015 | $20,017,000 | +21.1% | 325,000 | +30.0% | 0.04% | +22.6% |
| Q1 2015 | $16,535,000 | +4531.7% | 250,000 | +3795.3% | 0.03% | +3000.0% |
| Q4 2014 | $357,000 | -81.7% | 6,418 | -81.0% | 0.00% | -80.0% |
| Q3 2014 | $1,956,000 | – | 33,844 | – | 0.01% | – |
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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% |