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 | $1,328,394 | +0.9% | 33,630 | +109.1% | 0.00% | 0.0% |
| Q2 2023 | $1,316,872 | +17.6% | 16,085 | +18.1% | 0.00% | 0.0% |
| Q1 2023 | $1,119,694 | +24.4% | 13,620 | +5.8% | 0.00% | 0.0% |
| Q4 2022 | $900,380 | -8.5% | 12,870 | -18.6% | 0.00% | 0.0% |
| Q3 2022 | $984,000 | +3.8% | 15,820 | +9.4% | 0.00% | 0.0% |
| Q2 2022 | $948,000 | -21.8% | 14,466 | -12.2% | 0.00% | 0.0% |
| Q1 2022 | $1,213,000 | -22.6% | 16,484 | -15.7% | 0.00% | -33.3% |
| Q4 2021 | $1,567,000 | +19.1% | 19,547 | +13.0% | 0.00% | 0.0% |
| Q3 2021 | $1,316,000 | -43.6% | 17,294 | -43.5% | 0.00% | -40.0% |
| Q2 2021 | $2,332,000 | +4.7% | 30,590 | -0.1% | 0.01% | 0.0% |
| Q1 2021 | $2,228,000 | -4.1% | 30,623 | -12.6% | 0.01% | -16.7% |
| Q4 2020 | $2,324,000 | +33.6% | 35,049 | +24.5% | 0.01% | +20.0% |
| Q3 2020 | $1,739,000 | +25.7% | 28,154 | +23.5% | 0.01% | +25.0% |
| Q2 2020 | $1,384,000 | -5.9% | 22,788 | -20.6% | 0.00% | -33.3% |
| Q1 2020 | $1,470,000 | -47.8% | 28,694 | -28.1% | 0.01% | -33.3% |
| Q4 2019 | $2,818,000 | -7.5% | 39,925 | -11.9% | 0.01% | -18.2% |
| Q3 2019 | $3,048,000 | +0.6% | 45,298 | -1.0% | 0.01% | -8.3% |
| Q2 2019 | $3,029,000 | -29.6% | 45,773 | -32.0% | 0.01% | -33.3% |
| Q1 2019 | $4,304,000 | +18.9% | 67,341 | +5.0% | 0.02% | -5.3% |
| Q4 2018 | $3,620,000 | -56.1% | 64,136 | -50.8% | 0.02% | -48.6% |
| Q3 2018 | $8,238,000 | +3.7% | 130,303 | +3.6% | 0.04% | -7.5% |
| Q2 2018 | $7,941,000 | +48.0% | 125,765 | +47.1% | 0.04% | +29.0% |
| Q1 2018 | $5,364,000 | -15.2% | 85,517 | -13.9% | 0.03% | -22.5% |
| Q4 2017 | $6,329,000 | +13.0% | 99,338 | +14.7% | 0.04% | +11.1% |
| Q3 2017 | $5,603,000 | -45.7% | 86,602 | -47.7% | 0.04% | -49.3% |
| Q2 2017 | $10,320,000 | +4.1% | 165,579 | +4.9% | 0.07% | -6.6% |
| Q1 2017 | $9,914,000 | +4.6% | 157,825 | -4.4% | 0.08% | -5.0% |
| Q4 2016 | $9,478,000 | -33.1% | 165,130 | -37.3% | 0.08% | -36.5% |
| Q3 2016 | $14,157,000 | -17.5% | 263,427 | -22.5% | 0.13% | -24.1% |
| Q2 2016 | $17,170,000 | -43.9% | 339,802 | -42.4% | 0.17% | -52.8% |
| Q1 2016 | $30,603,000 | -4.3% | 589,429 | -0.8% | 0.35% | -5.9% |
| Q4 2015 | $31,986,000 | +33.0% | 594,420 | +35.1% | 0.37% | -7.0% |
| Q3 2015 | $24,046,000 | +436.5% | 439,999 | +504.6% | 0.40% | +25.6% |
| Q2 2015 | $4,482,000 | +25.2% | 72,775 | +34.5% | 0.32% | +82.9% |
| Q1 2015 | $3,579,000 | +16.1% | 54,118 | -2.4% | 0.18% | +9.4% |
| Q4 2014 | $3,083,000 | +62.4% | 55,426 | +68.7% | 0.16% | +55.3% |
| Q3 2014 | $1,898,000 | +0.6% | 32,855 | +1.8% | 0.10% | -8.0% |
| Q2 2014 | $1,886,000 | +2.7% | 32,282 | -0.6% | 0.11% | +3.7% |
| Q1 2014 | $1,837,000 | – | 32,480 | – | 0.11% | – |
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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% |