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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $623,694 | +6.8% | 14,790 | 0.0% | 0.17% | -2.3% |
| Q3 2023 | $584,205 | -7.8% | 14,790 | +91.0% | 0.18% | -6.4% |
| Q2 2023 | $633,541 | -7.4% | 7,745 | -6.9% | 0.19% | -9.7% |
| Q1 2023 | $683,987 | +12.0% | 8,320 | -1.8% | 0.21% | +1.0% |
| Q4 2022 | $610,878 | +13.1% | 8,475 | 0.0% | 0.20% | +9.6% |
| Q3 2022 | $540,000 | -2.7% | 8,475 | 0.0% | 0.19% | +3.3% |
| Q2 2022 | $555,000 | -12.3% | 8,475 | -1.5% | 0.18% | +4.6% |
| Q1 2022 | $633,000 | -11.2% | 8,600 | -3.4% | 0.17% | -1.1% |
| Q4 2021 | $713,000 | +5.3% | 8,900 | 0.0% | 0.18% | -1.7% |
| Q3 2021 | $677,000 | -1.9% | 8,900 | -1.7% | 0.18% | -3.8% |
| Q2 2021 | $690,000 | +3.1% | 9,050 | -1.6% | 0.18% | -6.1% |
| Q1 2021 | $669,000 | +17.4% | 9,200 | -0.3% | 0.20% | -5.3% |
| Q3 2020 | $570,000 | +1.8% | 9,230 | 0.0% | 0.21% | -8.4% |
| Q2 2020 | $560,000 | +9.8% | 9,230 | -7.3% | 0.23% | -12.4% |
| Q1 2020 | $510,000 | -27.5% | 9,955 | 0.0% | 0.26% | -3.7% |
| Q4 2019 | $703,000 | +1.9% | 9,955 | -2.9% | 0.27% | -7.9% |
| Q3 2019 | $690,000 | +1.5% | 10,255 | -0.2% | 0.29% | 0.0% |
| Q2 2019 | $680,000 | -0.6% | 10,275 | -4.0% | 0.29% | -3.3% |
| Q1 2019 | $684,000 | +10.9% | 10,700 | -2.1% | 0.30% | -1.3% |
| Q4 2018 | $617,000 | -73.5% | 10,925 | -79.7% | 0.31% | -67.4% |
| Q3 2018 | $2,330,000 | +213.2% | 53,694 | +355.0% | 0.94% | +194.0% |
| Q2 2018 | $744,000 | -7.5% | 11,800 | -8.0% | 0.32% | -6.7% |
| Q1 2018 | $804,000 | -10.4% | 12,825 | -8.9% | 0.34% | -8.1% |
| Q4 2017 | $897,000 | -11.0% | 14,075 | -9.6% | 0.37% | -15.3% |
| Q3 2017 | $1,008,000 | +3.4% | 15,575 | -0.5% | 0.44% | -9.3% |
| Q2 2017 | $975,000 | -99.9% | 15,650 | -4.6% | 0.48% | +3.0% |
| Q1 2017 | $1,030,084,000 | +109367.0% | 16,400 | 0.0% | 0.47% | -30.4% |
| Q4 2016 | $941,000 | +3.7% | 16,400 | -2.8% | 0.68% | +18.8% |
| Q3 2016 | $907,000 | +4.5% | 16,875 | -1.7% | 0.57% | +16.4% |
| Q2 2016 | $868,000 | -3.7% | 17,175 | -1.0% | 0.49% | -4.9% |
| Q1 2016 | $901,000 | -5.8% | 17,350 | -2.4% | 0.51% | -1.3% |
| Q4 2015 | $956,000 | -1.5% | 17,775 | 0.0% | 0.52% | -24.3% |
| Q3 2015 | $971,000 | -12.5% | 17,775 | -1.4% | 0.69% | -0.9% |
| Q2 2015 | $1,110,000 | -4.5% | 18,025 | +2.6% | 0.69% | -14.5% |
| Q1 2015 | $1,162,000 | +197.2% | 17,575 | +150.2% | 0.81% | +189.6% |
| Q4 2014 | $391,000 | +57.7% | 7,025 | +63.4% | 0.28% | +36.6% |
| Q3 2014 | $248,000 | – | 4,300 | – | 0.20% | – |
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% |