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 | $791,699 | -4.6% | 20,043 | +97.8% | 0.07% | +12.7% |
| Q2 2023 | $829,671 | +1.4% | 10,134 | +1.8% | 0.06% | -7.4% |
| Q1 2023 | $818,318 | +18.1% | 9,954 | +0.5% | 0.07% | 0.0% |
| Q4 2022 | $693,024 | +22.2% | 9,906 | +8.6% | 0.07% | +4.6% |
| Q3 2022 | $567,000 | -13.0% | 9,122 | -8.3% | 0.06% | -12.2% |
| Q2 2022 | $652,000 | -11.3% | 9,945 | -0.5% | 0.07% | +1.4% |
| Q1 2022 | $735,000 | -9.1% | 9,992 | -1.0% | 0.07% | -8.8% |
| Q4 2021 | $809,000 | +10.7% | 10,093 | +5.0% | 0.08% | -1.2% |
| Q3 2021 | $731,000 | +9.3% | 9,613 | +9.6% | 0.08% | +5.2% |
| Q2 2021 | $669,000 | +10.6% | 8,770 | +5.4% | 0.08% | -1.3% |
| Q1 2021 | $605,000 | +13.1% | 8,320 | +3.1% | 0.08% | -14.3% |
| Q4 2020 | $535,000 | +4.1% | 8,066 | -1.2% | 0.09% | -8.1% |
| Q3 2020 | $514,000 | +3.2% | 8,163 | +1.7% | 0.10% | -11.6% |
| Q2 2020 | $498,000 | +18.0% | 8,029 | +3.4% | 0.11% | -1.8% |
| Q1 2020 | $422,000 | -34.2% | 7,762 | -13.9% | 0.11% | -27.4% |
| Q4 2019 | $641,000 | +8.8% | 9,016 | +0.2% | 0.16% | -3.7% |
| Q3 2019 | $589,000 | -3.0% | 8,997 | +0.3% | 0.16% | -1.2% |
| Q2 2019 | $607,000 | +12.0% | 8,972 | +11.5% | 0.16% | 0.0% |
| Q1 2019 | $542,000 | +17.8% | 8,044 | +6.3% | 0.16% | +14.6% |
| Q4 2018 | $460,000 | +38.6% | 7,569 | +34.8% | 0.14% | -44.2% |
| Q3 2018 | $332,000 | +28.2% | 5,617 | +37.1% | 0.26% | +12.7% |
| Q2 2018 | $259,000 | – | 4,096 | – | 0.23% | – |
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% |