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 | $640 | -3.6% | 16,212 | +100.0% | 0.27% | -2.5% |
Q2 2023 | $664 | -0.3% | 8,106 | 0.0% | 0.28% | -3.5% |
Q1 2023 | $666 | +17.5% | 8,106 | 0.0% | 0.29% | +7.5% |
Q4 2022 | $567 | -99.9% | 8,106 | -6.2% | 0.27% | +5.5% |
Q3 2022 | $538,000 | -5.1% | 8,646 | 0.0% | 0.25% | -6.3% |
Q2 2022 | $567,000 | -10.8% | 8,646 | 0.0% | 0.27% | +25.0% |
Q1 2022 | $636,000 | -8.2% | 8,646 | 0.0% | 0.22% | -8.9% |
Q4 2021 | $693,000 | +5.3% | 8,646 | 0.0% | 0.24% | 0.0% |
Q3 2021 | $658,000 | +11.9% | 8,646 | +12.6% | 0.24% | +20.9% |
Q2 2021 | $588,000 | +10.7% | 7,676 | +6.0% | 0.20% | -5.8% |
Q1 2021 | $531,000 | -6.8% | 7,241 | -15.8% | 0.21% | -19.4% |
Q4 2020 | $570,000 | -46.1% | 8,601 | -50.0% | 0.26% | -11.0% |
Q3 2020 | $1,058,000 | +102.7% | 17,202 | +100.0% | 0.29% | -4.3% |
Q2 2020 | $522,000 | -6.6% | 8,601 | -24.2% | 0.30% | -27.0% |
Q1 2020 | $559,000 | -30.9% | 11,351 | -1.0% | 0.42% | -15.0% |
Q4 2019 | $809,000 | +6.6% | 11,466 | 0.0% | 0.49% | -4.7% |
Q3 2019 | $759,000 | -15.3% | 11,466 | -14.4% | 0.51% | -15.5% |
Q2 2019 | $896,000 | -22.0% | 13,396 | -24.4% | 0.61% | -26.7% |
Q1 2019 | $1,149,000 | +2.5% | 17,727 | -10.8% | 0.83% | -8.5% |
Q4 2018 | $1,121,000 | -55.3% | 19,865 | -50.0% | 0.90% | -9.9% |
Q3 2018 | $2,506,000 | +133.3% | 39,730 | +133.5% | 1.00% | +11.4% |
Q2 2018 | $1,074,000 | 0.0% | 17,016 | -0.7% | 0.90% | +0.6% |
Q1 2018 | $1,074,000 | -1.4% | 17,131 | +0.2% | 0.90% | +0.8% |
Q4 2017 | $1,089,000 | -4.8% | 17,091 | -14.1% | 0.89% | -7.9% |
Q4 2016 | $1,144,000 | -45.1% | 19,900 | -48.6% | 0.96% | +9.2% |
Q3 2016 | $2,084,000 | +23.0% | 38,736 | +15.3% | 0.88% | +23.7% |
Q2 2016 | $1,694,000 | +11.3% | 33,582 | +13.4% | 0.71% | +11.9% |
Q1 2016 | $1,522,000 | +1591.1% | 29,606 | +1674.9% | 0.64% | +1578.9% |
Q4 2015 | $90,000 | -4.3% | 1,668 | 0.0% | 0.04% | -2.6% |
Q3 2015 | $94,000 | -9.6% | 1,668 | 0.0% | 0.04% | +5.4% |
Q2 2015 | $104,000 | -5.5% | 1,668 | 0.0% | 0.04% | +8.8% |
Q1 2015 | $110,000 | – | 1,668 | – | 0.03% | – |
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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% |