WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 180 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33 | -53.5% | 834 | -4.1% | 0.00% | -50.0% |
| Q2 2023 | $71 | +1.4% | 870 | +3.0% | 0.01% | -11.1% |
| Q1 2023 | $70 | +18.6% | 845 | 0.0% | 0.01% | +12.5% |
| Q4 2022 | $59 | -99.9% | 845 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $52,000 | -18.8% | 843 | -14.2% | 0.01% | -11.1% |
| Q2 2022 | $64,000 | -9.9% | 983 | +2.4% | 0.01% | 0.0% |
| Q1 2022 | $71,000 | -7.8% | 960 | +0.1% | 0.01% | -10.0% |
| Q4 2021 | $77,000 | -23.8% | 959 | -27.8% | 0.01% | -28.6% |
| Q3 2021 | $101,000 | 0.0% | 1,329 | +0.2% | 0.01% | -6.7% |
| Q2 2021 | $101,000 | +6.3% | 1,327 | +1.4% | 0.02% | -6.2% |
| Q1 2021 | $95,000 | +9.2% | 1,309 | +0.1% | 0.02% | -5.9% |
| Q4 2020 | $87,000 | – | 1,308 | – | 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% |