WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,810 | -15.8% | 13,261 | +74.5% | 0.01% | -11.1% |
| Q2 2023 | $622,212 | +35.5% | 7,600 | +36.1% | 0.01% | +28.6% |
| Q1 2023 | $459,061 | +120.7% | 5,584 | +97.2% | 0.01% | +133.3% |
| Q1 2022 | $208,000 | -76.6% | 2,831 | -83.7% | 0.00% | -90.6% |
| Q1 2020 | $889,000 | -19.4% | 17,355 | +11.1% | 0.03% | 0.0% |
| Q4 2019 | $1,103,000 | – | 15,628 | – | 0.03% | – |
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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% |