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 2021 | $6,438,000 | +5.8% | 80,000 | 0.0% | 0.00% | -20.0% |
Q3 2021 | $6,085,000 | +146.5% | 80,000 | +128.7% | 0.01% | +150.0% |
Q4 2019 | $2,469,000 | +244.8% | 34,980 | +225.7% | 0.00% | +100.0% |
Q3 2019 | $716,000 | -17.6% | 10,740 | -18.3% | 0.00% | 0.0% |
Q2 2019 | $869,000 | +6.6% | 13,140 | +3.1% | 0.00% | 0.0% |
Q1 2019 | $815,000 | +35.2% | 12,750 | +33.6% | 0.00% | 0.0% |
Q3 2018 | $603,000 | -70.2% | 9,540 | -70.3% | 0.00% | -50.0% |
Q2 2018 | $2,025,000 | -24.7% | 32,075 | -25.2% | 0.00% | -33.3% |
Q1 2018 | $2,688,000 | -55.9% | 42,860 | -55.2% | 0.00% | -40.0% |
Q4 2017 | $6,097,000 | +47.9% | 95,700 | +50.2% | 0.01% | +25.0% |
Q3 2017 | $4,121,000 | -75.5% | 63,700 | -76.4% | 0.00% | -75.0% |
Q2 2017 | $16,827,000 | +3566.0% | 269,927 | +3274.1% | 0.02% | – |
Q4 2016 | $459,000 | -68.4% | 8,000 | -70.4% | 0.00% | -100.0% |
Q4 2015 | $1,453,000 | -59.5% | 27,010 | -58.8% | 0.00% | -50.0% |
Q3 2015 | $3,584,000 | -0.1% | 65,580 | +12.6% | 0.00% | 0.0% |
Q2 2015 | $3,588,000 | +60.8% | 58,250 | +45.2% | 0.00% | +100.0% |
Q4 2014 | $2,231,000 | – | 40,110 | – | 0.00% | – |
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% |