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 | $34,751 | +102108.8% | 876 | +100.0% | 0.01% | 0.0% |
| Q4 2022 | $34 | -99.9% | 438 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $30,000 | -3.2% | 438 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $31,000 | -3.1% | 438 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $32,000 | -8.6% | 438 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $35,000 | +6.1% | 438 | 0.0% | 0.01% | +18.2% |
| Q3 2021 | $33,000 | 0.0% | 438 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $33,000 | +3.1% | 438 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $32,000 | 0.0% | 438 | -9.3% | 0.01% | -15.4% |
| Q4 2020 | $32,000 | +6.7% | 483 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $30,000 | +3.4% | 483 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $29,000 | +16.0% | 483 | 0.0% | 0.02% | -6.2% |
| Q1 2020 | $25,000 | -34.2% | 483 | -10.9% | 0.02% | -23.8% |
| Q4 2019 | $38,000 | -11.6% | 542 | -16.1% | 0.02% | -19.2% |
| Q3 2019 | $43,000 | 0.0% | 646 | 0.0% | 0.03% | -7.1% |
| Q2 2019 | $43,000 | -76.8% | 646 | -77.7% | 0.03% | -78.1% |
| Q1 2019 | $185,000 | -12.7% | 2,891 | -23.0% | 0.13% | -22.9% |
| Q4 2018 | $212,000 | – | 3,756 | – | 0.17% | – |
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% |