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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $913,000 | -23.8% | 14,654 | -23.2% | 0.12% | -25.6% |
| Q1 2017 | $1,198,000 | +7.7% | 19,070 | -1.5% | 0.17% | -28.8% |
| Q4 2016 | $1,112,000 | -7.5% | 19,370 | -13.4% | 0.24% | +108.8% |
| Q3 2016 | $1,202,000 | -6.8% | 22,372 | -12.4% | 0.11% | -28.9% |
| Q2 2016 | $1,290,000 | -2.6% | 25,527 | 0.0% | 0.16% | +8.9% |
| Q1 2016 | $1,325,000 | -3.6% | 25,527 | 0.0% | 0.15% | +3.5% |
| Q4 2015 | $1,374,000 | -1.5% | 25,527 | 0.0% | 0.14% | +7.6% |
| Q3 2015 | $1,395,000 | -17.6% | 25,527 | -7.1% | 0.13% | -10.3% |
| Q2 2015 | $1,693,000 | – | 27,490 | – | 0.15% | – |
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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% |