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 | $429,365 | -3.5% | 10,870 | +100.0% | 0.04% | +2.4% |
| Q2 2023 | $444,963 | -0.4% | 5,435 | 0.0% | 0.04% | -24.1% |
| Q1 2023 | $446,811 | +38.8% | 5,435 | +18.2% | 0.05% | -22.9% |
| Q4 2022 | $321,816 | +12.5% | 4,600 | 0.0% | 0.07% | -10.3% |
| Q3 2022 | $286,000 | -5.0% | 4,600 | 0.0% | 0.08% | -4.9% |
| Q2 2022 | $301,000 | -11.2% | 4,600 | 0.0% | 0.08% | +1.2% |
| Q1 2022 | $339,000 | -8.1% | 4,600 | 0.0% | 0.08% | -19.0% |
| Q4 2021 | $369,000 | +5.4% | 4,600 | 0.0% | 0.10% | -44.1% |
| Q3 2021 | $350,000 | -0.3% | 4,600 | 0.0% | 0.18% | -1.1% |
| Q2 2021 | $351,000 | +4.8% | 4,600 | 0.0% | 0.18% | -1.6% |
| Q1 2021 | $335,000 | +9.8% | 4,600 | 0.0% | 0.18% | +4.5% |
| Q4 2020 | $305,000 | +7.4% | 4,600 | 0.0% | 0.18% | -5.4% |
| Q3 2020 | $284,000 | +1.8% | 4,600 | 0.0% | 0.19% | -7.9% |
| Q2 2020 | $279,000 | +18.2% | 4,600 | 0.0% | 0.20% | +33.8% |
| Q1 2020 | $236,000 | -27.4% | 4,600 | 0.0% | 0.15% | +4.9% |
| Q4 2019 | $325,000 | +4.8% | 4,600 | 0.0% | 0.14% | -6.5% |
| Q3 2019 | $310,000 | +2.0% | 4,600 | 0.0% | 0.15% | -4.3% |
| Q2 2019 | $304,000 | +3.4% | 4,600 | 0.0% | 0.16% | -2.4% |
| Q1 2019 | $294,000 | +13.1% | 4,600 | 0.0% | 0.16% | -12.7% |
| Q4 2018 | $260,000 | – | 4,600 | – | 0.19% | – |
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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% |