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 | $12 | -64.7% | 10,500 | +150.0% | 0.00% | -75.0% |
| Q2 2023 | $34 | +9.7% | 4,200 | -25.0% | 0.00% | +33.3% |
| Q1 2023 | $31 | – | 5,600 | +55900.0% | 0.00% | – |
| Q2 2020 | $0 | – | 10 | -99.3% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1,500 | +275.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 400 | -75.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 1,600 | +33.3% | 0.00% | – |
| Q2 2019 | $1,000 | -95.0% | 1,200 | -97.7% | 0.00% | -100.0% |
| Q3 2018 | $20,000 | -93.2% | 52,100 | +1009.7% | 0.00% | -95.8% |
| Q2 2018 | $296,000 | +18.9% | 4,695 | +17.9% | 0.02% | +14.3% |
| Q1 2018 | $249,000 | +24800.0% | 3,982 | +134.2% | 0.02% | – |
| Q4 2017 | $1,000 | -100.0% | 1,700 | -97.7% | 0.00% | -100.0% |
| Q3 2017 | $4,507,000 | +2648.2% | 74,478 | -8.6% | 0.17% | +2716.7% |
| Q2 2017 | $164,000 | -97.0% | 81,500 | -7.1% | 0.01% | -97.3% |
| Q1 2017 | $5,440,000 | +2076.0% | 87,687 | +143.6% | 0.23% | +2411.1% |
| Q4 2016 | $250,000 | -91.3% | 36,000 | -60.9% | 0.01% | -93.0% |
| Q3 2016 | $2,861,000 | +42.0% | 92,039 | +4.6% | 0.13% | +25.5% |
| Q2 2016 | $2,015,000 | -36.0% | 87,982 | -49.3% | 0.10% | -50.7% |
| Q1 2016 | $3,147,000 | -73.9% | 173,700 | -80.1% | 0.21% | -69.2% |
| Q4 2015 | $12,051,000 | – | 874,167 | – | 0.67% | – |
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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% |