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 | $343,650 | -99.9% | 8,700 | +52.9% | 0.08% | -38.2% |
| Q4 2018 | $321,144,000 | -57.0% | 5,690 | -51.8% | 0.12% | -49.0% |
| Q3 2018 | $746,439,000 | -4.1% | 11,807 | -4.2% | 0.24% | -11.4% |
| Q2 2018 | $778,201,000 | +8.6% | 12,325 | +7.8% | 0.27% | +16.2% |
| Q1 2018 | $716,890,000 | +31.0% | 11,430 | +33.1% | 0.23% | +2.6% |
| Q4 2017 | $547,269,000 | -14.4% | 8,590 | -13.1% | 0.23% | +3.6% |
| Q3 2017 | $639,236,000 | +16.3% | 9,880 | +12.1% | 0.22% | -0.5% |
| Q2 2017 | $549,439,000 | -16.2% | 8,815 | -15.5% | 0.22% | -25.3% |
| Q1 2017 | $655,611,000 | -64.9% | 10,438 | -67.9% | 0.30% | -61.1% |
| Q4 2016 | $1,868,255,000 | +6.1% | 32,548 | -0.6% | 0.76% | +2.7% |
| Q3 2016 | $1,760,242,000 | -17.4% | 32,755 | -22.3% | 0.74% | -16.0% |
| Q2 2016 | $2,130,839,000 | -3.7% | 42,170 | -1.1% | 0.88% | -11.6% |
| Q1 2016 | $2,213,000,000 | +3.1% | 42,623 | +6.8% | 1.00% | +0.6% |
| Q4 2015 | $2,147,188,000 | -15.6% | 39,903 | -14.3% | 0.99% | -16.4% |
| Q3 2015 | $2,544,121,000 | +35.0% | 46,553 | +52.2% | 1.18% | +73.0% |
| Q2 2015 | $1,883,915,000 | -46.4% | 30,588 | -42.4% | 0.68% | -48.6% |
| Q1 2015 | $3,513,225,000 | +211.2% | 53,118 | +161.7% | 1.33% | +202.3% |
| Q4 2014 | $1,129,086,000 | – | 20,300 | – | 0.44% | – |
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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% |