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 2023 | $359,755 | -17.3% | 9,108 | +71.5% | 0.02% | -10.5% |
| Q2 2023 | $434,798 | +28.9% | 5,311 | +29.4% | 0.02% | +26.7% |
| Q1 2023 | $337,424 | +38.1% | 4,104 | +17.5% | 0.02% | +25.0% |
| Q4 2022 | $244,329 | -16.9% | 3,492 | -26.1% | 0.01% | -29.4% |
| Q3 2022 | $294,000 | +4.6% | 4,727 | +10.4% | 0.02% | 0.0% |
| Q2 2022 | $281,000 | -4.4% | 4,282 | +7.1% | 0.02% | -5.6% |
| Q1 2022 | $294,000 | +21.0% | 3,997 | +31.8% | 0.02% | +20.0% |
| Q4 2021 | $243,000 | -6.5% | 3,033 | -11.4% | 0.02% | -11.8% |
| Q3 2021 | $260,000 | +185.7% | 3,424 | +174.4% | 0.02% | +142.9% |
| Q1 2021 | $91,000 | +24.7% | 1,248 | -12.2% | 0.01% | -36.4% |
| Q1 2020 | $73,000 | -20.7% | 1,421 | +8.5% | 0.01% | -8.3% |
| Q4 2019 | $92,000 | +4.5% | 1,310 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $88,000 | -20.0% | 1,310 | -21.4% | 0.01% | -23.5% |
| Q2 2019 | $110,000 | +31.0% | 1,666 | +27.5% | 0.02% | +21.4% |
| Q1 2019 | $84,000 | +18.3% | 1,307 | +4.0% | 0.01% | 0.0% |
| Q4 2018 | $71,000 | -18.4% | 1,257 | -9.2% | 0.01% | -12.5% |
| Q3 2018 | $87,000 | +19.2% | 1,384 | +19.9% | 0.02% | +14.3% |
| Q2 2018 | $73,000 | +1.4% | 1,154 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $72,000 | +5.9% | 1,154 | +8.8% | 0.02% | -5.9% |
| Q4 2017 | $68,000 | +17.2% | 1,061 | +17.6% | 0.02% | 0.0% |
| Q3 2017 | $58,000 | – | 902 | – | 0.02% | – |
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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% |