WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 169 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464,675 | +0.2% | 11,764 | +107.6% | 0.03% | 0.0% |
| Q2 2023 | $463,923 | -0.1% | 5,667 | +0.3% | 0.03% | -6.5% |
| Q1 2023 | $464,371 | +17.5% | 5,649 | 0.0% | 0.03% | +10.7% |
| Q4 2022 | $395,176 | +12.6% | 5,649 | +0.0% | 0.03% | -3.4% |
| Q3 2022 | $351,000 | -5.9% | 5,647 | -0.7% | 0.03% | -12.1% |
| Q2 2022 | $373,000 | -9.0% | 5,686 | +2.0% | 0.03% | -5.7% |
| Q1 2022 | $410,000 | -10.7% | 5,577 | -2.6% | 0.04% | -14.6% |
| Q4 2021 | $459,000 | +5.5% | 5,727 | +0.1% | 0.04% | -6.8% |
| Q3 2021 | $435,000 | +2.4% | 5,723 | +2.7% | 0.04% | -4.3% |
| Q2 2021 | $425,000 | +4.9% | 5,572 | +0.1% | 0.05% | -17.9% |
| Q1 2021 | $405,000 | +9.8% | 5,568 | +0.0% | 0.06% | -17.6% |
| Q4 2020 | $369,000 | +7.6% | 5,566 | 0.0% | 0.07% | -10.5% |
| Q3 2020 | $343,000 | +11.4% | 5,566 | +9.8% | 0.08% | +5.6% |
| Q2 2020 | $308,000 | +18.5% | 5,068 | 0.0% | 0.07% | +1.4% |
| Q1 2020 | $260,000 | +453.2% | 5,068 | +659.8% | 0.07% | +373.3% |
| Q4 2019 | $47,000 | +4.4% | 667 | 0.0% | 0.02% | -31.8% |
| Q3 2019 | $45,000 | +150.0% | 667 | +139.9% | 0.02% | +100.0% |
| Q2 2019 | $18,000 | +157.1% | 278 | +139.7% | 0.01% | +266.7% |
| Q1 2019 | $7,000 | +16.7% | 116 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 116 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $7,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | -12.5% | 116 | 0.0% | 0.00% | -33.3% |
| Q3 2017 | $8,000 | – | 116 | – | 0.01% | – |
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% |