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 | $823,891 | +3.8% | 20,858 | +115.2% | 0.02% | +7.1% |
| Q2 2023 | $793,564 | +16.2% | 9,693 | +0.2% | 0.01% | -75.9% |
| Q4 2019 | $683,000 | +5.4% | 9,674 | +0.5% | 0.06% | -20.5% |
| Q3 2019 | $648,000 | -5.1% | 9,623 | -6.8% | 0.07% | -18.0% |
| Q2 2019 | $683,000 | +3.2% | 10,327 | -0.3% | 0.09% | -20.5% |
| Q1 2019 | $662,000 | +7.3% | 10,363 | -5.2% | 0.11% | -33.3% |
| Q4 2018 | $617,000 | -12.2% | 10,928 | -1.4% | 0.17% | -20.8% |
| Q3 2018 | $703,000 | +1.2% | 11,078 | +0.5% | 0.21% | -10.5% |
| Q2 2018 | $695,000 | +5.5% | 11,022 | +3.7% | 0.24% | -10.2% |
| Q1 2018 | $659,000 | -4.4% | 10,633 | +1.6% | 0.26% | -10.5% |
| Q4 2017 | $689,000 | – | 10,463 | – | 0.30% | – |
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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% |