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 2019 | $462,000 | +3.6% | 6,978 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $446,000 | +13.2% | 6,978 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $394,000 | -10.7% | 6,978 | 0.0% | 0.03% | +7.7% |
| Q3 2018 | $441,000 | 0.0% | 6,978 | 0.0% | 0.03% | -7.1% |
| Q2 2018 | $441,000 | -66.6% | 6,978 | -66.8% | 0.03% | -67.1% |
| Q1 2018 | $1,319,000 | -56.9% | 21,033 | -56.2% | 0.08% | -56.2% |
| Q4 2017 | $3,060,000 | -1.5% | 48,035 | 0.0% | 0.19% | -4.4% |
| Q3 2017 | $3,108,000 | +3.8% | 48,035 | 0.0% | 0.20% | +3.0% |
| Q2 2017 | $2,994,000 | -8.6% | 48,035 | -7.8% | 0.20% | -10.0% |
| Q1 2017 | $3,274,000 | +9.4% | 52,126 | 0.0% | 0.22% | +3.8% |
| Q4 2016 | $2,992,000 | +6.8% | 52,126 | 0.0% | 0.21% | +3.9% |
| Q3 2016 | $2,801,000 | +6.3% | 52,126 | 0.0% | 0.20% | +2.5% |
| Q2 2016 | $2,634,000 | -3.2% | 52,126 | -0.5% | 0.20% | -3.4% |
| Q1 2016 | $2,721,000 | +1.8% | 52,411 | +5.5% | 0.20% | +3.0% |
| Q4 2015 | $2,673,000 | +102.5% | 49,666 | +105.6% | 0.20% | +93.2% |
| Q3 2015 | $1,320,000 | +19.9% | 24,153 | +35.1% | 0.10% | +68.9% |
| Q2 2015 | $1,101,000 | – | 17,880 | – | 0.06% | – |
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% |