WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 169 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,352 | -5.8% | 34,228 | +95.2% | 0.05% | +2.1% |
Q2 2023 | $1,436 | -99.9% | 17,534 | -3.4% | 0.05% | -11.3% |
Q1 2023 | $1,492,276 | +12.3% | 18,152 | -4.4% | 0.05% | -82.5% |
Q4 2022 | $1,328,960 | +62.1% | 18,996 | +44.1% | 0.30% | +874.2% |
Q3 2022 | $820,000 | -11.5% | 13,184 | -6.8% | 0.03% | -11.4% |
Q2 2022 | $927,000 | -14.0% | 14,145 | -3.4% | 0.04% | 0.0% |
Q1 2022 | $1,078,000 | +79.7% | 14,648 | +95.8% | 0.04% | +84.2% |
Q4 2021 | $600,000 | +156.4% | 7,482 | +104.6% | 0.02% | +216.7% |
Q1 2019 | $234,000 | +2.2% | 3,657 | -9.7% | 0.01% | 0.0% |
Q4 2018 | $229,000 | -98.9% | 4,049 | -98.8% | 0.01% | -98.8% |
Q3 2018 | $20,593,000 | -32.8% | 325,732 | -33.2% | 0.49% | -35.5% |
Q2 2018 | $30,660,000 | -75.5% | 487,519 | -75.6% | 0.76% | -74.2% |
Q1 2018 | $125,307,000 | -7.6% | 1,997,882 | -6.2% | 2.93% | -9.4% |
Q4 2017 | $135,660,000 | +175.5% | 2,129,340 | +179.8% | 3.23% | +170.2% |
Q3 2017 | $49,238,000 | +4.4% | 761,031 | +0.5% | 1.20% | -1.0% |
Q2 2017 | $47,177,000 | -49.5% | 756,889 | -49.1% | 1.21% | -52.3% |
Q1 2017 | $93,420,000 | -34.4% | 1,487,339 | -40.1% | 2.53% | -36.8% |
Q4 2016 | $142,474,000 | -5.5% | 2,482,144 | -11.5% | 4.01% | -0.4% |
Q3 2016 | $150,708,000 | -13.3% | 2,804,392 | -18.5% | 4.02% | -12.7% |
Q2 2016 | $173,795,000 | -47.3% | 3,439,448 | -45.8% | 4.61% | -48.1% |
Q1 2016 | $329,488,000 | -4.9% | 6,346,075 | -1.5% | 8.89% | -11.3% |
Q4 2015 | $346,573,000 | -34.1% | 6,440,660 | -33.1% | 10.03% | -34.1% |
Q3 2015 | $525,980,000 | +2.7% | 9,624,532 | +15.7% | 15.21% | +8.3% |
Q2 2015 | $512,194,000 | -2.6% | 8,316,167 | +4.6% | 14.04% | -4.9% |
Q1 2015 | $525,796,000 | +11.6% | 7,949,746 | -6.2% | 14.76% | +3.2% |
Q4 2014 | $471,197,000 | +48.7% | 8,471,720 | +54.5% | 14.30% | +82.4% |
Q3 2014 | $316,845,000 | +130.8% | 5,483,654 | +133.4% | 7.84% | +130.9% |
Q2 2014 | $137,285,000 | +45.6% | 2,349,585 | +19.8% | 3.40% | +6.6% |
Q2 2013 | $94,293,000 | -2.6% | 1,961,574 | +1.6% | 3.18% | -1.1% |
Q1 2013 | $96,814,000 | – | 1,931,252 | – | 3.22% | – |
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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% |