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 | $327,325 | -3.5% | 8,287 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $339,244 | -74.5% | 4,144 | -80.1% | 0.00% | -98.0% |
| Q4 2017 | $1,330,000 | -18.6% | 20,871 | -17.3% | 0.05% | -31.1% |
| Q3 2017 | $1,633,000 | +1.6% | 25,233 | -2.2% | 0.07% | -2.6% |
| Q2 2017 | $1,607,000 | -17.0% | 25,790 | -16.3% | 0.08% | -9.5% |
| Q1 2017 | $1,935,000 | +4.8% | 30,807 | -4.2% | 0.08% | -1.2% |
| Q4 2016 | $1,847,000 | -1.9% | 32,170 | -8.1% | 0.08% | -6.6% |
| Q3 2016 | $1,882,000 | +7.7% | 35,010 | +1.3% | 0.09% | -4.2% |
| Q2 2016 | $1,747,000 | -18.5% | 34,577 | -16.3% | 0.10% | -25.2% |
| Q1 2016 | $2,144,000 | -33.9% | 41,299 | -31.5% | 0.13% | -38.9% |
| Q4 2015 | $3,246,000 | -92.9% | 60,314 | -92.8% | 0.21% | -89.8% |
| Q3 2015 | $45,924,000 | +373.3% | 840,341 | +433.5% | 2.04% | +353.3% |
| Q2 2015 | $9,702,000 | +854.0% | 157,519 | +924.7% | 0.45% | +423.3% |
| Q1 2015 | $1,017,000 | -75.5% | 15,372 | -79.4% | 0.09% | -77.0% |
| Q4 2014 | $4,153,000 | -40.3% | 74,673 | -37.9% | 0.37% | -52.2% |
| Q3 2014 | $6,952,000 | -5.6% | 120,321 | -4.6% | 0.78% | -4.2% |
| Q2 2014 | $7,368,000 | +2.1% | 126,103 | -1.2% | 0.82% | -12.1% |
| Q1 2014 | $7,219,000 | -0.2% | 127,659 | -0.8% | 0.93% | +2.5% |
| Q4 2013 | $7,234,000 | +53.1% | 128,697 | +44.8% | 0.91% | +4.0% |
| Q3 2013 | $4,724,000 | – | 88,889 | – | 0.87% | – |
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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% |