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 | ||||
---|---|---|---|---|---|---|
Q2 2018 | $327,000 | +20.7% | 5,186 | +19.8% | 0.08% | +25.4% |
Q1 2018 | $271,000 | -70.1% | 4,328 | -69.5% | 0.06% | -69.1% |
Q4 2017 | $905,000 | +36.3% | 14,210 | +38.4% | 0.20% | +26.7% |
Q3 2017 | $664,000 | +3.8% | 10,264 | 0.0% | 0.16% | -54.5% |
Q2 2017 | $640,000 | -0.8% | 10,264 | 0.0% | 0.35% | +0.3% |
Q1 2017 | $645,000 | -37.1% | 10,264 | -42.5% | 0.35% | -37.4% |
Q4 2016 | $1,025,000 | – | 17,865 | – | 0.56% | – |
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% |