WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $715,661 | +23.9% | 18,118 | +156.8% | 0.20% | +23.6% |
| Q2 2023 | $577,511 | -17.3% | 7,054 | -17.0% | 0.16% | -24.1% |
| Q1 2023 | $698,621 | +15.4% | 8,498 | -1.8% | 0.21% | +5.0% |
| Q4 2022 | $605,364 | +21.1% | 8,653 | +7.6% | 0.20% | +16.1% |
| Q3 2022 | $500,000 | -4.2% | 8,045 | +1.0% | 0.17% | +7.4% |
| Q2 2022 | $522,000 | -2.1% | 7,968 | +9.9% | 0.16% | +11.0% |
| Q1 2022 | $533,000 | +4.9% | 7,247 | +14.4% | 0.15% | +11.5% |
| Q4 2021 | $508,000 | +10.0% | 6,336 | +4.3% | 0.13% | -11.5% |
| Q3 2021 | $462,000 | +5.5% | 6,077 | +5.8% | 0.15% | -6.3% |
| Q2 2021 | $438,000 | – | 5,746 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 503,187 | $36,612,000 | 7.52% |
| Wealthgate Family Office, LLC | 55,784 | $4,059,000 | 5.52% |
| J.Safra Asset Management Corp | 129,941 | $9,455,000 | 4.42% |
| Private Portfolio Partners LLC | 71,666 | $5,214,443 | 1.69% |
| Activest Wealth Management | 20,421 | $1,486,000 | 1.22% |
| CONDOR CAPITAL MANAGEMENT | 94,146 | $6,850,000 | 0.81% |
| LAKE STREET PRIVATE WEALTH, LLC | 31,609 | $2,300,000 | 0.64% |
| BTR CAPITAL MANAGEMENT INC | 57,526 | $4,186,000 | 0.61% |
| Psagot Value Holdings Ltd. | 231,173 | $16,820,000 | 0.38% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 19,723 | $1,435,000 | 0.38% |