WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 180 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564,262 | -2.4% | 14,285 | +102.3% | 0.01% | -14.3% |
| Q2 2023 | $578,049 | +3.6% | 7,061 | +4.1% | 0.01% | 0.0% |
| Q1 2023 | $557,736 | +16.4% | 6,784 | -1.0% | 0.01% | +16.7% |
| Q4 2022 | $479,246 | +12.8% | 6,850 | +0.2% | 0.01% | -14.3% |
| Q3 2022 | $425,000 | -12.6% | 6,839 | -7.8% | 0.01% | 0.0% |
| Q2 2022 | $486,000 | -19.0% | 7,416 | -9.0% | 0.01% | -12.5% |
| Q1 2022 | $600,000 | -7.7% | 8,149 | +0.4% | 0.01% | -20.0% |
| Q4 2021 | $650,000 | +5.9% | 8,113 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $614,000 | -8.2% | 8,092 | -7.8% | 0.01% | -16.7% |
| Q2 2021 | $669,000 | +5.9% | 8,774 | +0.7% | 0.01% | -14.3% |
| Q1 2021 | $632,000 | +6.2% | 8,717 | -2.8% | 0.01% | 0.0% |
| Q4 2020 | $595,000 | -25.4% | 8,970 | -30.7% | 0.01% | +7.7% |
| Q3 2020 | $798,000 | +40.0% | 12,944 | +38.5% | 0.01% | -18.8% |
| Q2 2020 | $570,000 | +16.1% | 9,345 | -3.1% | 0.02% | +6.7% |
| Q1 2020 | $491,000 | -34.4% | 9,641 | -9.3% | 0.02% | -11.8% |
| Q4 2019 | $749,000 | +8.2% | 10,632 | +3.1% | 0.02% | -39.3% |
| Q3 2019 | $692,000 | +1.5% | 10,308 | +0.1% | 0.03% | -6.7% |
| Q2 2019 | $682,000 | +4.4% | 10,301 | +0.8% | 0.03% | -14.3% |
| Q1 2019 | $653,000 | +10.9% | 10,218 | -2.2% | 0.04% | -64.6% |
| Q4 2018 | $589,000 | – | 10,445 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 503,187 | $36,612,000 | 7.52% |
| Wealthgate Family Office, LLC | 55,784 | $4,059,000 | 5.52% |
| J.Safra Asset Management Corp | 129,941 | $9,455,000 | 4.42% |
| Private Portfolio Partners LLC | 71,666 | $5,214,443 | 1.69% |
| Activest Wealth Management | 20,421 | $1,486,000 | 1.22% |
| CONDOR CAPITAL MANAGEMENT | 94,146 | $6,850,000 | 0.81% |
| LAKE STREET PRIVATE WEALTH, LLC | 31,609 | $2,300,000 | 0.64% |
| BTR CAPITAL MANAGEMENT INC | 57,526 | $4,186,000 | 0.61% |
| Psagot Value Holdings Ltd. | 231,173 | $16,820,000 | 0.38% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 19,723 | $1,435,000 | 0.38% |