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 | $278,132 | -22.7% | 7,040 | +60.3% | 0.00% | 0.0% |
| Q2 2023 | $359,580 | -4.1% | 4,392 | -3.6% | 0.00% | -33.3% |
| Q1 2023 | $374,788 | +0.2% | 4,558 | -14.8% | 0.00% | 0.0% |
| Q4 2022 | $374,148 | +10.4% | 5,347 | -1.8% | 0.00% | 0.0% |
| Q3 2022 | $339,000 | -5.0% | 5,447 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $357,000 | -11.0% | 5,447 | -0.0% | 0.00% | 0.0% |
| Q1 2022 | $401,000 | -27.1% | 5,449 | -20.6% | 0.00% | -25.0% |
| Q4 2021 | $550,000 | -5.3% | 6,864 | -10.1% | 0.00% | 0.0% |
| Q3 2021 | $581,000 | -0.9% | 7,634 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $586,000 | +1.9% | 7,680 | -2.9% | 0.00% | -20.0% |
| Q1 2021 | $575,000 | +3.8% | 7,910 | -5.3% | 0.01% | 0.0% |
| Q4 2020 | $554,000 | -14.5% | 8,356 | -20.4% | 0.01% | -28.6% |
| Q3 2020 | $648,000 | -14.2% | 10,494 | -14.9% | 0.01% | -36.4% |
| Q2 2020 | $755,000 | -88.3% | 12,327 | -90.2% | 0.01% | -87.8% |
| Q1 2020 | $6,468,000 | -27.3% | 126,225 | +0.2% | 0.09% | -9.1% |
| Q4 2019 | $8,895,000 | +1.5% | 125,994 | -3.3% | 0.10% | -3.9% |
| Q3 2019 | $8,764,000 | -5.1% | 130,244 | -6.6% | 0.10% | -8.0% |
| Q2 2019 | $9,231,000 | +6.6% | 139,505 | +3.0% | 0.11% | +0.9% |
| Q1 2019 | $8,657,000 | +5.6% | 135,479 | -6.7% | 0.11% | -8.3% |
| Q4 2018 | $8,196,000 | -17.6% | 145,248 | -7.7% | 0.12% | -4.0% |
| Q3 2018 | $9,951,000 | -9.3% | 157,418 | -10.7% | 0.13% | -17.6% |
| Q2 2018 | $10,972,000 | +1.1% | 176,237 | +2.0% | 0.15% | +2.0% |
| Q1 2018 | $10,848,000 | -5.1% | 172,861 | -3.7% | 0.15% | -1.3% |
| Q4 2017 | $11,435,000 | +0.3% | 179,493 | +1.9% | 0.15% | -6.2% |
| Q3 2017 | $11,401,000 | +7.8% | 176,216 | +3.9% | 0.16% | -9.0% |
| Q2 2017 | $10,579,000 | +13.1% | 169,644 | +14.1% | 0.18% | +11.2% |
| Q1 2017 | $9,350,000 | -16.6% | 148,646 | -23.9% | 0.16% | -10.6% |
| Q4 2016 | $11,216,000 | +2.0% | 195,234 | -4.6% | 0.18% | -11.4% |
| Q3 2016 | $10,994,000 | +3.2% | 204,617 | -2.8% | 0.20% | -6.5% |
| Q2 2016 | $10,653,000 | -12.6% | 210,410 | -10.3% | 0.22% | -18.8% |
| Q1 2016 | $12,189,000 | -20.4% | 234,602 | -17.6% | 0.27% | -23.3% |
| Q4 2015 | $15,319,000 | -1.7% | 284,658 | 0.0% | 0.35% | -1.7% |
| Q3 2015 | $15,590,000 | +0.7% | 284,658 | +12.6% | 0.35% | +13.5% |
| Q2 2015 | $15,482,000 | +15.5% | 252,761 | +24.8% | 0.31% | -10.1% |
| Q1 2015 | $13,405,000 | +675.8% | 202,591 | +551.7% | 0.35% | +668.9% |
| Q4 2014 | $1,728,000 | -4.2% | 31,087 | -0.4% | 0.04% | +15.4% |
| Q3 2014 | $1,803,000 | +3.0% | 31,227 | +4.3% | 0.04% | +2.6% |
| Q2 2014 | $1,750,000 | +15.7% | 29,942 | +12.0% | 0.04% | +11.8% |
| Q1 2014 | $1,512,000 | +155.8% | 26,745 | +154.3% | 0.03% | +142.9% |
| Q4 2013 | $591,000 | -78.4% | 10,516 | -81.6% | 0.01% | -86.8% |
| Q2 2013 | $2,740,000 | – | 57,165 | – | 0.11% | – |
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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% |