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 2017 | $612,000 | +2.5% | 9,465 | -1.2% | 0.36% | -2.2% |
| Q2 2017 | $597,000 | -8.2% | 9,581 | -7.4% | 0.37% | -16.7% |
| Q1 2017 | $650,000 | -10.0% | 10,344 | -17.7% | 0.44% | -24.0% |
| Q4 2016 | $722,000 | +13.0% | 12,572 | +5.7% | 0.58% | -1.9% |
| Q3 2016 | $639,000 | +8.7% | 11,898 | +2.2% | 0.59% | -4.2% |
| Q2 2016 | $588,000 | -9.0% | 11,640 | -6.4% | 0.62% | -4.3% |
| Q1 2016 | $646,000 | – | 12,439 | – | 0.65% | – |
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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% |