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 | $8,004,056 | +4.6% | 202,634 | +116.7% | 0.01% | +20.0% |
| Q2 2023 | $7,654,242 | +4.1% | 93,493 | +4.6% | 0.01% | -16.7% |
| Q1 2023 | $7,349,626 | +19.7% | 89,401 | +1.9% | 0.01% | +20.0% |
| Q4 2022 | $6,137,663 | +16.0% | 87,731 | +3.1% | 0.01% | 0.0% |
| Q3 2022 | $5,292,000 | -6.1% | 85,083 | -1.1% | 0.01% | 0.0% |
| Q2 2022 | $5,636,000 | -23.4% | 85,988 | -14.0% | 0.01% | -16.7% |
| Q1 2022 | $7,359,000 | -0.6% | 99,993 | +8.2% | 0.01% | 0.0% |
| Q4 2021 | $7,407,000 | -13.3% | 92,407 | -17.8% | 0.01% | -25.0% |
| Q3 2021 | $8,548,000 | -8.5% | 112,383 | -8.2% | 0.01% | -11.1% |
| Q2 2021 | $9,338,000 | +44.1% | 122,462 | +37.5% | 0.01% | +28.6% |
| Q1 2021 | $6,478,000 | +15.8% | 89,037 | +5.5% | 0.01% | 0.0% |
| Q4 2020 | $5,595,000 | +33.1% | 84,392 | +24.0% | 0.01% | 0.0% |
| Q3 2020 | $4,204,000 | -52.8% | 68,078 | -53.6% | 0.01% | -56.2% |
| Q2 2020 | $8,913,000 | +6.9% | 146,818 | -9.7% | 0.02% | -11.1% |
| Q1 2020 | $8,335,000 | -41.3% | 162,663 | -19.2% | 0.02% | -30.8% |
| Q4 2019 | $14,208,000 | +5.7% | 201,275 | +0.7% | 0.03% | -3.7% |
| Q3 2019 | $13,447,000 | +0.5% | 199,839 | -1.1% | 0.03% | -6.9% |
| Q2 2019 | $13,377,000 | +3.2% | 202,158 | -0.3% | 0.03% | 0.0% |
| Q1 2019 | $12,958,000 | +11.7% | 202,749 | -1.3% | 0.03% | -6.5% |
| Q4 2018 | $11,599,000 | -18.0% | 205,505 | -8.2% | 0.03% | -8.8% |
| Q3 2018 | $14,146,000 | +0.0% | 223,763 | -0.1% | 0.03% | -8.1% |
| Q2 2018 | $14,143,000 | -4.4% | 223,995 | -5.1% | 0.04% | -9.8% |
| Q1 2018 | $14,800,000 | -4.3% | 235,974 | -2.7% | 0.04% | -12.8% |
| Q4 2017 | $15,459,000 | -7.0% | 242,640 | -5.6% | 0.05% | -20.3% |
| Q3 2017 | $16,629,000 | -1.7% | 257,024 | -5.3% | 0.06% | -7.8% |
| Q2 2017 | $16,914,000 | -47.0% | 271,364 | -46.7% | 0.06% | -70.5% |
| Q1 2017 | $31,924,000 | -24.1% | 509,566 | -29.6% | 0.22% | -32.2% |
| Q4 2016 | $42,070,000 | -14.4% | 723,964 | -20.6% | 0.32% | -31.5% |
| Q3 2016 | $49,162,000 | -16.8% | 911,584 | -24.4% | 0.47% | -6.4% |
| Q2 2016 | $59,084,000 | -50.9% | 1,205,051 | -49.6% | 0.50% | +49.0% |
| Q1 2016 | $120,349,000 | -4.3% | 2,389,934 | +0.6% | 0.34% | -4.0% |
| Q4 2015 | $125,732,000 | +70.2% | 2,376,788 | +82.7% | 0.35% | -14.3% |
| Q3 2015 | $73,880,000 | -11.3% | 1,300,699 | -5.6% | 0.41% | -3.8% |
| Q2 2015 | $83,328,000 | +16.9% | 1,378,226 | +28.8% | 0.42% | +16.2% |
| Q1 2015 | $71,271,000 | +686.8% | 1,069,975 | +557.0% | 0.36% | +628.0% |
| Q4 2014 | $9,058,000 | +266.3% | 162,847 | +276.5% | 0.05% | +233.3% |
| Q3 2014 | $2,473,000 | -0.7% | 43,255 | +1.5% | 0.02% | 0.0% |
| Q2 2014 | $2,491,000 | +254.8% | 42,625 | +243.6% | 0.02% | +275.0% |
| Q1 2014 | $702,000 | -14.3% | 12,406 | -14.9% | 0.00% | -20.0% |
| Q4 2013 | $819,000 | +219.9% | 14,576 | +207.3% | 0.01% | +150.0% |
| Q3 2013 | $256,000 | – | 4,743 | – | 0.00% | – |
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% |