WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 189 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,449,389 | -3.1% | 62,010 | +100.9% | 0.08% | +1.2% |
| Q2 2023 | $2,526,564 | -3.0% | 30,861 | -2.6% | 0.08% | -8.8% |
| Q1 2023 | $2,604,633 | +21.7% | 31,683 | +3.5% | 0.09% | +19.7% |
| Q4 2022 | $2,140,986 | +8.6% | 30,603 | -3.4% | 0.08% | +4.1% |
| Q3 2022 | $1,971,000 | -53.1% | 31,683 | -50.6% | 0.07% | -2.7% |
| Q2 2022 | $4,204,000 | +77.3% | 64,146 | +99.1% | 0.08% | 0.0% |
| Q1 2022 | $2,371,000 | -8.5% | 32,216 | -0.3% | 0.08% | -3.8% |
| Q4 2021 | $2,590,000 | +5.4% | 32,305 | 0.0% | 0.08% | -3.7% |
| Q3 2021 | $2,457,000 | +0.3% | 32,305 | +0.6% | 0.08% | -1.2% |
| Q2 2021 | $2,449,000 | +1.1% | 32,114 | -3.6% | 0.08% | -8.9% |
| Q1 2021 | $2,423,000 | +6.2% | 33,304 | -3.2% | 0.09% | +8.4% |
| Q4 2020 | $2,281,000 | -1.3% | 34,407 | -8.1% | 0.08% | -17.0% |
| Q3 2020 | $2,312,000 | -1.8% | 37,438 | -3.4% | 0.10% | -3.8% |
| Q2 2020 | $2,354,000 | -22.1% | 38,770 | -34.3% | 0.10% | -27.3% |
| Q1 2020 | $3,023,000 | -38.0% | 59,007 | -14.6% | 0.14% | +5.1% |
| Q4 2019 | $4,876,000 | -1.5% | 69,072 | -6.1% | 0.14% | +4.6% |
| Q3 2019 | $4,951,000 | -0.8% | 73,583 | -2.5% | 0.13% | +3.2% |
| Q2 2019 | $4,993,000 | -3.9% | 75,452 | -7.2% | 0.13% | -3.8% |
| Q1 2019 | $5,195,000 | -16.3% | 81,284 | -26.1% | 0.13% | -17.1% |
| Q4 2018 | $6,205,000 | -23.0% | 109,942 | -13.8% | 0.16% | -18.1% |
| Q3 2018 | $8,060,000 | -0.9% | 127,491 | -1.1% | 0.19% | -0.5% |
| Q2 2018 | $8,136,000 | +0.1% | 128,857 | -0.6% | 0.19% | -6.7% |
| Q1 2018 | $8,131,000 | +50.2% | 129,640 | +52.5% | 0.21% | +47.5% |
| Q4 2017 | $5,415,000 | – | 84,997 | – | 0.14% | – |
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% |