WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 277 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,284 | -3.5% | 792 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $32,421 | -7.4% | 396 | -7.0% | 0.00% | -25.0% |
| Q1 2023 | $35,021 | -31.4% | 426 | -41.6% | 0.00% | -33.3% |
| Q4 2022 | $51,071 | +11.0% | 730 | -0.8% | 0.01% | 0.0% |
| Q3 2022 | $46,000 | -11.5% | 736 | -7.1% | 0.01% | 0.0% |
| Q2 2022 | $52,000 | -8.8% | 792 | +3.1% | 0.01% | 0.0% |
| Q1 2022 | $57,000 | -5.0% | 768 | +1.9% | 0.01% | -14.3% |
| Q4 2021 | $60,000 | -84.3% | 754 | -89.9% | 0.01% | -92.5% |
| Q1 2020 | $382,000 | -38.8% | 7,446 | -15.8% | 0.09% | -44.3% |
| Q4 2019 | $624,000 | +2.8% | 8,843 | -2.0% | 0.17% | -1.2% |
| Q3 2019 | $607,000 | +4.7% | 9,023 | +3.5% | 0.17% | -4.0% |
| Q2 2019 | $580,000 | +22.6% | 8,721 | +17.8% | 0.18% | 0.0% |
| Q1 2019 | $473,000 | +13.7% | 7,402 | +0.4% | 0.18% | -1.1% |
| Q4 2018 | $416,000 | -4.1% | 7,370 | +7.3% | 0.18% | -12.3% |
| Q3 2018 | $434,000 | +4.6% | 6,870 | +4.6% | 0.20% | -2.4% |
| Q2 2018 | $415,000 | -16.2% | 6,569 | -16.8% | 0.21% | -24.6% |
| Q1 2018 | $495,000 | +27.6% | 7,892 | +29.4% | 0.28% | +21.1% |
| Q4 2017 | $388,000 | -3.2% | 6,097 | -1.7% | 0.23% | -7.3% |
| Q3 2017 | $401,000 | +2.8% | 6,203 | -0.8% | 0.25% | -4.3% |
| Q2 2017 | $390,000 | -5.1% | 6,253 | -4.5% | 0.26% | -14.6% |
| Q1 2017 | $411,000 | – | 6,548 | – | 0.30% | – |
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% |