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 | $158,000 | -3.5% | 4,000 | +100.0% | 0.01% | 0.0% |
| Q2 2023 | $163,740 | -0.4% | 2,000 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $164,420 | +1726.9% | 2,000 | +1624.1% | 0.01% | – |
| Q1 2022 | $9,000 | 0.0% | 116 | 0.0% | 0.00% | – |
| Q4 2021 | $9,000 | 0.0% | 116 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 116 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | +12.5% | 116 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | -33.3% | 116 | -44.2% | 0.00% | -100.0% |
| Q2 2020 | $12,000 | -87.1% | 208 | -88.6% | 0.00% | -87.5% |
| Q1 2020 | $93,000 | -75.9% | 1,824 | -66.7% | 0.01% | -72.4% |
| Q4 2019 | $386,000 | -55.7% | 5,470 | -57.8% | 0.03% | -61.3% |
| Q3 2019 | $872,000 | -8.4% | 12,957 | -10.0% | 0.08% | -19.4% |
| Q2 2019 | $952,000 | -3.0% | 14,392 | -6.2% | 0.09% | -15.5% |
| Q1 2019 | $981,000 | +16.1% | 15,345 | +2.4% | 0.11% | -6.8% |
| Q4 2018 | $845,000 | -14.0% | 14,981 | -3.6% | 0.12% | -3.3% |
| Q3 2018 | $982,000 | +1.2% | 15,540 | +1.1% | 0.12% | -12.2% |
| Q2 2018 | $970,000 | -5.7% | 15,373 | -6.3% | 0.14% | -13.7% |
| Q1 2018 | $1,029,000 | -22.7% | 16,414 | -21.4% | 0.16% | -26.1% |
| Q4 2017 | $1,331,000 | -5.5% | 20,887 | -4.0% | 0.22% | -9.9% |
| Q3 2017 | $1,408,000 | +1.4% | 21,767 | -2.7% | 0.24% | -7.6% |
| Q2 2017 | $1,388,000 | -37.2% | 22,382 | -33.7% | 0.26% | +19.1% |
| Q1 2017 | $2,210,000 | +179.7% | 33,748 | +145.2% | 0.22% | +18.3% |
| Q4 2016 | $790,000 | – | 13,762 | – | 0.19% | – |
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% |