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 | $225,387 | -3.9% | 5,706 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $234,545 | 0.0% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $234,545 | +17.5% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $199,595 | +12.8% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $177,000 | -4.8% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $186,000 | -11.0% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $209,000 | -8.3% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $228,000 | -15.9% | 2,853 | -20.3% | 0.00% | 0.0% |
| Q3 2021 | $271,000 | -0.4% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $272,000 | +4.6% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $260,000 | +9.7% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $237,000 | +7.7% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $220,000 | -0.5% | 3,578 | -2.4% | 0.00% | 0.0% |
| Q2 2020 | $221,000 | -14.3% | 3,666 | +0.0% | 0.00% | 0.0% |
| Q1 2020 | $258,000 | 0.0% | 3,665 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $258,000 | -2.6% | 3,665 | -7.1% | 0.00% | 0.0% |
| Q3 2019 | $265,000 | -21.6% | 3,947 | -23.1% | 0.00% | 0.0% |
| Q2 2019 | $338,000 | +2.4% | 5,133 | -0.8% | 0.00% | 0.0% |
| Q1 2019 | $330,000 | +13.4% | 5,177 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $291,000 | -9.3% | 5,177 | +1.5% | 0.00% | 0.0% |
| Q3 2018 | $321,000 | -15.3% | 5,103 | -14.9% | 0.00% | -50.0% |
| Q2 2018 | $379,000 | -42.9% | 5,998 | -42.5% | 0.00% | -33.3% |
| Q1 2018 | $664,000 | 0.0% | 10,436 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $664,000 | -31.3% | 10,436 | -30.3% | 0.00% | -25.0% |
| Q3 2017 | $967,000 | -26.2% | 14,963 | -28.3% | 0.00% | -33.3% |
| Q2 2017 | $1,311,000 | 0.0% | 20,880 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $1,311,000 | -12.4% | 20,880 | -20.0% | 0.01% | -25.0% |
| Q4 2016 | $1,497,000 | -6.1% | 26,110 | -12.1% | 0.01% | -11.1% |
| Q3 2016 | $1,595,000 | -32.8% | 29,703 | -36.8% | 0.01% | -35.7% |
| Q2 2016 | $2,375,000 | -11.2% | 47,023 | -8.8% | 0.01% | -17.6% |
| Q1 2016 | $2,675,000 | -3.5% | 51,540 | +0.0% | 0.02% | -10.5% |
| Q4 2015 | $2,771,000 | -7.7% | 51,515 | -6.2% | 0.02% | -13.6% |
| Q3 2015 | $3,001,000 | +85.9% | 54,935 | +109.6% | 0.02% | +83.3% |
| Q2 2015 | $1,614,000 | +30.1% | 26,210 | +39.6% | 0.01% | +33.3% |
| Q1 2015 | $1,241,000 | +64.8% | 18,774 | +38.6% | 0.01% | +50.0% |
| Q4 2014 | $753,000 | +2589.3% | 13,550 | +2610.0% | 0.01% | – |
| Q3 2014 | $28,000 | – | 500 | – | 0.00% | – |
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% |