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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $221,000 | -92.1% | 3,465 | -93.0% | 0.07% | -92.9% |
| Q4 2018 | $2,809,000 | -57.8% | 49,768 | -52.7% | 0.96% | -54.3% |
| Q3 2018 | $6,655,000 | -14.2% | 105,272 | -14.3% | 2.11% | -21.4% |
| Q2 2018 | $7,758,000 | +3.4% | 122,875 | +2.7% | 2.68% | -9.7% |
| Q1 2018 | $7,502,000 | +15.2% | 119,605 | +17.0% | 2.97% | +17.2% |
| Q4 2017 | $6,512,000 | +35.8% | 102,206 | +37.9% | 2.54% | +31.4% |
| Q3 2017 | $4,796,000 | +18.1% | 74,124 | +13.8% | 1.93% | +11.9% |
| Q2 2017 | $4,061,000 | -1.8% | 65,160 | -1.0% | 1.72% | -8.0% |
| Q1 2017 | $4,134,000 | +6.4% | 65,824 | -2.8% | 1.87% | -3.5% |
| Q4 2016 | $3,887,000 | +2.1% | 67,720 | -4.4% | 1.94% | -7.2% |
| Q3 2016 | $3,808,000 | +1.4% | 70,853 | -4.7% | 2.09% | -5.0% |
| Q2 2016 | $3,756,000 | -4.8% | 74,335 | -2.1% | 2.20% | -40.2% |
| Q1 2016 | $3,944,000 | -3.5% | 75,964 | +0.1% | 3.68% | -12.0% |
| Q4 2015 | $4,085,000 | – | 75,921 | – | 4.18% | – |
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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% |