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 2023 | $381,220 | +8.7% | 8,897 | +0.2% | 0.11% | -2.8% |
| Q3 2023 | $350,623 | -7.2% | 8,877 | +92.4% | 0.11% | -6.8% |
| Q2 2023 | $377,841 | +1.5% | 4,615 | +2.1% | 0.12% | -4.9% |
| Q1 2023 | $372,182 | +17.6% | 4,522 | 0.0% | 0.12% | +10.8% |
| Q4 2022 | $316,373 | +6.2% | 4,522 | -5.5% | 0.11% | -1.8% |
| Q3 2022 | $298,000 | -4.8% | 4,787 | +0.2% | 0.11% | 0.0% |
| Q2 2022 | $313,000 | -9.5% | 4,779 | +1.6% | 0.11% | +3.7% |
| Q1 2022 | $346,000 | -4.7% | 4,704 | +3.9% | 0.11% | -0.9% |
| Q4 2021 | $363,000 | +5.8% | 4,528 | +0.4% | 0.11% | +2.8% |
| Q3 2021 | $343,000 | 0.0% | 4,510 | +0.1% | 0.11% | -1.8% |
| Q2 2021 | $343,000 | +21.2% | 4,505 | +15.9% | 0.11% | +11.2% |
| Q1 2021 | $283,000 | – | 3,887 | – | 0.10% | – |
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% |