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 2021 | $224,000 | -0.4% | 2,948 | +0.1% | 0.01% | 0.0% |
Q2 2021 | $225,000 | 0.0% | 2,945 | -4.9% | 0.01% | -16.7% |
Q1 2021 | $225,000 | -13.1% | 3,098 | -26.2% | 0.01% | -33.3% |
Q3 2020 | $259,000 | -43.6% | 4,199 | -44.4% | 0.01% | -50.0% |
Q2 2020 | $459,000 | +6.5% | 7,554 | -10.1% | 0.02% | -25.0% |
Q1 2020 | $431,000 | -50.0% | 8,405 | -31.1% | 0.02% | -40.0% |
Q4 2019 | $862,000 | -4.4% | 12,207 | -9.0% | 0.04% | -13.0% |
Q3 2019 | $902,000 | +2.9% | 13,409 | +1.2% | 0.05% | 0.0% |
Q2 2019 | $877,000 | +3.5% | 13,256 | +0.1% | 0.05% | +4.5% |
Q1 2019 | $847,000 | -18.9% | 13,246 | -28.4% | 0.04% | -29.0% |
Q4 2018 | $1,044,000 | +36.6% | 18,493 | +53.0% | 0.06% | +34.8% |
Q3 2018 | $764,000 | +9.3% | 12,087 | +9.1% | 0.05% | -9.8% |
Q2 2018 | $699,000 | -86.2% | 11,076 | -86.2% | 0.05% | -85.4% |
Q1 2018 | $5,050,000 | -2.5% | 80,517 | -1.0% | 0.35% | -1.4% |
Q4 2017 | $5,182,000 | +21.7% | 81,342 | +23.6% | 0.36% | +5.7% |
Q3 2017 | $4,259,000 | +393.5% | 65,833 | +375.4% | 0.34% | +342.1% |
Q2 2017 | $863,000 | -76.4% | 13,847 | -76.2% | 0.08% | -75.9% |
Q1 2017 | $3,660,000 | +9.9% | 58,273 | +0.4% | 0.32% | +5.0% |
Q4 2016 | $3,331,000 | +4.6% | 58,036 | -2.0% | 0.30% | +3.1% |
Q3 2016 | $3,183,000 | -1.4% | 59,227 | -7.3% | 0.29% | -4.9% |
Q2 2016 | $3,228,000 | -0.5% | 63,877 | +2.3% | 0.31% | -4.1% |
Q1 2016 | $3,243,000 | -5.7% | 62,454 | -2.2% | 0.32% | +2.2% |
Q4 2015 | $3,438,000 | -23.2% | 63,888 | -22.0% | 0.31% | -33.5% |
Q3 2015 | $4,476,000 | -12.6% | 81,910 | -1.5% | 0.47% | -5.8% |
Q2 2015 | $5,121,000 | +0.8% | 83,152 | +8.2% | 0.50% | +0.2% |
Q1 2015 | $5,081,000 | +14.6% | 76,828 | -3.6% | 0.50% | +11.1% |
Q4 2014 | $4,435,000 | +1906.8% | 79,734 | +2012.7% | 0.45% | +1696.0% |
Q2 2014 | $221,000 | – | 3,774 | – | 0.02% | – |
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% |