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 | $33,575 | -3.5% | 850 | +100.0% | 0.00% | – |
Q2 2023 | $34,795 | -0.4% | 425 | 0.0% | 0.00% | – |
Q1 2023 | $34,939 | -1.9% | 425 | -16.5% | 0.00% | – |
Q4 2022 | $35,610 | +612.2% | 509 | +506.0% | 0.00% | – |
Q3 2022 | $5,000 | -16.7% | 84 | 0.0% | 0.00% | – |
Q2 2022 | $6,000 | 0.0% | 84 | 0.0% | 0.00% | – |
Q1 2022 | $6,000 | -14.3% | 84 | 0.0% | 0.00% | – |
Q4 2021 | $7,000 | -81.1% | 84 | -82.6% | 0.00% | – |
Q3 2021 | $37,000 | 0.0% | 484 | 0.0% | 0.00% | – |
Q2 2021 | $37,000 | +5.7% | 484 | 0.0% | 0.00% | – |
Q1 2021 | $35,000 | +6.1% | 484 | -4.0% | 0.00% | – |
Q4 2020 | $33,000 | -10.8% | 504 | -15.4% | 0.00% | – |
Q3 2020 | $37,000 | +2.8% | 596 | 0.0% | 0.00% | – |
Q2 2020 | $36,000 | -44.6% | 596 | -52.7% | 0.00% | – |
Q1 2020 | $65,000 | -28.6% | 1,260 | -2.3% | 0.00% | – |
Q4 2019 | $91,000 | +4.6% | 1,290 | 0.0% | 0.00% | – |
Q3 2019 | $87,000 | -50.3% | 1,290 | -51.1% | 0.00% | – |
Q2 2019 | $175,000 | +2.3% | 2,640 | -1.4% | 0.00% | – |
Q1 2019 | $171,000 | -21.6% | 2,678 | -30.8% | 0.00% | -100.0% |
Q4 2018 | $218,000 | -57.2% | 3,868 | -52.0% | 0.00% | 0.0% |
Q3 2018 | $509,000 | -4.5% | 8,057 | -4.5% | 0.00% | -50.0% |
Q2 2018 | $533,000 | +47.2% | 8,437 | +46.3% | 0.00% | +100.0% |
Q1 2018 | $362,000 | -60.0% | 5,767 | -59.4% | 0.00% | -66.7% |
Q4 2017 | $904,000 | +37.4% | 14,197 | +39.4% | 0.00% | +50.0% |
Q3 2017 | $658,000 | +8.4% | 10,182 | +4.5% | 0.00% | 0.0% |
Q2 2017 | $607,000 | +49.5% | 9,742 | +50.6% | 0.00% | +100.0% |
Q1 2017 | $406,000 | +38.6% | 6,470 | +26.9% | 0.00% | 0.0% |
Q4 2016 | $293,000 | -38.1% | 5,099 | -42.1% | 0.00% | -50.0% |
Q3 2016 | $473,000 | +4.9% | 8,810 | -1.3% | 0.00% | 0.0% |
Q2 2016 | $451,000 | -9.6% | 8,929 | -7.3% | 0.00% | 0.0% |
Q1 2016 | $499,000 | -71.7% | 9,633 | -70.6% | 0.00% | -71.4% |
Q4 2015 | $1,762,000 | -5.8% | 32,736 | -4.4% | 0.01% | -12.5% |
Q3 2015 | $1,871,000 | -12.5% | 34,234 | -1.5% | 0.01% | 0.0% |
Q2 2015 | $2,139,000 | +1.5% | 34,745 | +9.0% | 0.01% | 0.0% |
Q1 2015 | $2,108,000 | +94.1% | 31,870 | +63.2% | 0.01% | +100.0% |
Q4 2014 | $1,086,000 | +21620.0% | 19,530 | +24312.5% | 0.00% | – |
Q3 2014 | $5,000 | – | 80 | – | 0.00% | – |
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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% |