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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $122,805 | -0.4% | 1,500 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $123,315 | +17.5% | 1,500 | 0.0% | 0.02% | +15.4% |
| Q4 2022 | $104,940 | +12.8% | 1,500 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $93,000 | -11.4% | 1,500 | -6.4% | 0.01% | -7.7% |
| Q2 2022 | $105,000 | -46.4% | 1,602 | -39.9% | 0.01% | -38.1% |
| Q1 2022 | $196,000 | -8.4% | 2,664 | 0.0% | 0.02% | -8.7% |
| Q4 2021 | $214,000 | +5.4% | 2,664 | +0.0% | 0.02% | +4.5% |
| Q3 2021 | $203,000 | 0.0% | 2,663 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $203,000 | +2.0% | 2,663 | -2.6% | 0.02% | -4.3% |
| Q1 2021 | $199,000 | +9.9% | 2,733 | -0.1% | 0.02% | -8.0% |
| Q4 2020 | $181,000 | +7.1% | 2,736 | +0.1% | 0.02% | -10.7% |
| Q3 2020 | $169,000 | -0.6% | 2,734 | -2.6% | 0.03% | -6.7% |
| Q2 2020 | $170,000 | +18.1% | 2,807 | +0.1% | 0.03% | +3.4% |
| Q1 2020 | $144,000 | -27.3% | 2,804 | +0.0% | 0.03% | -43.1% |
| Q4 2019 | $198,000 | +4.8% | 2,803 | +0.0% | 0.05% | +6.2% |
| Q3 2019 | $189,000 | +2.2% | 2,802 | +0.2% | 0.05% | -4.0% |
| Q2 2019 | $185,000 | +3.4% | 2,797 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $179,000 | +27.0% | 2,797 | +11.9% | 0.05% | +6.1% |
| Q4 2018 | $141,000 | -10.8% | 2,500 | -0.0% | 0.05% | -3.9% |
| Q3 2018 | $158,000 | 0.0% | 2,501 | 0.0% | 0.05% | -5.6% |
| Q2 2018 | $158,000 | +0.6% | 2,501 | 0.0% | 0.05% | -8.5% |
| Q1 2018 | $157,000 | -1.3% | 2,501 | 0.0% | 0.06% | -16.9% |
| Q4 2017 | $159,000 | -1.9% | 2,501 | 0.0% | 0.07% | -11.2% |
| Q3 2017 | $162,000 | +3.8% | 2,501 | 0.0% | 0.08% | +17.6% |
| Q2 2017 | $156,000 | – | 2,501 | – | 0.07% | – |
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% |