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 | $40 | -4.8% | 1,022 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $42 | -56.7% | 511 | -56.6% | 0.00% | -50.0% |
| Q1 2023 | $97 | +90.2% | 1,178 | +61.1% | 0.00% | +100.0% |
| Q4 2022 | $51 | -99.9% | 731 | -35.9% | 0.00% | -50.0% |
| Q3 2022 | $71,000 | -9.0% | 1,140 | -4.2% | 0.00% | 0.0% |
| Q2 2022 | $78,000 | +1460.0% | 1,190 | +1333.7% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 83 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | -86.5% | 83 | -88.6% | 0.00% | -100.0% |
| Q1 2020 | $37,000 | -53.2% | 725 | -35.5% | 0.00% | -50.0% |
| Q4 2019 | $79,000 | +3.9% | 1,124 | +0.1% | 0.01% | 0.0% |
| Q3 2019 | $76,000 | -91.4% | 1,123 | -91.6% | 0.01% | -91.9% |
| Q2 2019 | $886,000 | +6.2% | 13,391 | +2.6% | 0.07% | -2.6% |
| Q1 2019 | $834,000 | +23.0% | 13,049 | +8.6% | 0.08% | +8.6% |
| Q4 2018 | $678,000 | -11.4% | 12,013 | -0.8% | 0.07% | -2.8% |
| Q3 2018 | $765,000 | +15.7% | 12,104 | +15.6% | 0.07% | +10.8% |
| Q2 2018 | $661,000 | +10.2% | 10,469 | +9.4% | 0.06% | +6.6% |
| Q1 2018 | $600,000 | +10.5% | 9,569 | +12.2% | 0.06% | +7.0% |
| Q4 2017 | $543,000 | +9.7% | 8,528 | +11.5% | 0.06% | -5.0% |
| Q3 2017 | $495,000 | +14.8% | 7,646 | +10.6% | 0.06% | +7.1% |
| Q2 2017 | $431,000 | +3.1% | 6,913 | +3.8% | 0.06% | -8.2% |
| Q1 2017 | $418,000 | +121.2% | 6,657 | +102.0% | 0.06% | +96.8% |
| Q4 2016 | $189,000 | +845.0% | 3,295 | +771.7% | 0.03% | +675.0% |
| Q3 2016 | $20,000 | +100.0% | 378 | +89.0% | 0.00% | +100.0% |
| Q2 2016 | $10,000 | -37.5% | 200 | -33.3% | 0.00% | -33.3% |
| Q1 2016 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | -25.0% |
| Q3 2015 | $16,000 | -11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $18,000 | -10.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $20,000 | +17.6% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $17,000 | – | 300 | – | 0.00% | – |
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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% |