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 | $264,492 | -78.4% | 6,696 | -55.3% | 0.01% | -79.2% |
| Q2 2023 | $1,226,331 | +324.3% | 14,979 | +326.0% | 0.05% | +300.0% |
| Q1 2023 | $289,050 | +17.5% | 3,516 | 0.0% | 0.01% | +9.1% |
| Q4 2022 | $245,979 | +7.4% | 3,516 | -4.4% | 0.01% | 0.0% |
| Q3 2022 | $229,000 | -11.6% | 3,679 | -7.1% | 0.01% | -8.3% |
| Q2 2022 | $259,000 | -19.8% | 3,959 | -1.7% | 0.01% | -7.7% |
| Q4 2021 | $323,000 | +4.2% | 4,029 | -1.1% | 0.01% | -13.3% |
| Q3 2021 | $310,000 | -0.6% | 4,074 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $312,000 | – | 4,074 | – | 0.02% | – |
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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% |