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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $223,000 | -19.5% | 3,495 | -18.2% | 0.02% | -26.1% |
| Q3 2017 | $277,000 | -45.7% | 4,275 | -47.8% | 0.02% | -52.1% |
| Q2 2017 | $510,000 | -17.1% | 8,185 | -16.4% | 0.05% | -20.0% |
| Q1 2017 | $615,000 | -3.6% | 9,792 | -12.0% | 0.06% | -14.3% |
| Q4 2016 | $638,000 | -10.0% | 11,123 | -15.7% | 0.07% | -16.7% |
| Q3 2016 | $709,000 | -20.0% | 13,187 | -24.8% | 0.08% | -27.0% |
| Q2 2016 | $886,000 | -17.2% | 17,537 | -14.9% | 0.12% | -21.2% |
| Q1 2016 | $1,070,000 | -7.4% | 20,611 | -4.1% | 0.15% | -9.9% |
| Q4 2015 | $1,156,000 | +15.7% | 21,487 | +17.5% | 0.16% | +2.5% |
| Q3 2015 | $999,000 | -31.4% | 18,289 | -22.7% | 0.16% | -21.4% |
| Q2 2015 | $1,457,000 | -20.5% | 23,656 | -14.6% | 0.20% | -17.3% |
| Q1 2015 | $1,832,000 | – | 27,701 | – | 0.24% | – |
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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% |