WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 385 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,745 | -3.5% | 9,310 | +100.0% | 0.00% | – |
| Q2 2023 | $381,105 | -0.4% | 4,655 | 0.0% | 0.00% | – |
| Q1 2023 | $382,688 | +17.5% | 4,655 | 0.0% | 0.00% | – |
| Q4 2022 | $325,664 | +12.3% | 4,655 | 0.0% | 0.00% | – |
| Q3 2022 | $290,000 | -4.9% | 4,655 | 0.0% | 0.00% | – |
| Q2 2022 | $305,000 | -24.1% | 4,655 | -14.8% | 0.00% | – |
| Q1 2022 | $402,000 | -8.2% | 5,463 | 0.0% | 0.00% | – |
| Q4 2021 | $438,000 | +5.3% | 5,463 | 0.0% | 0.00% | – |
| Q3 2021 | $416,000 | -0.2% | 5,463 | 0.0% | 0.00% | – |
| Q2 2021 | $417,000 | +5.0% | 5,463 | 0.0% | 0.00% | – |
| Q1 2021 | $397,000 | +5.9% | 5,463 | -3.5% | 0.00% | – |
| Q4 2020 | $375,000 | -24.4% | 5,663 | -29.4% | 0.00% | – |
| Q3 2020 | $496,000 | -11.1% | 8,021 | -9.1% | 0.00% | – |
| Q2 2020 | $558,000 | +173.5% | 8,821 | +173.3% | 0.00% | – |
| Q2 2018 | $204,000 | +1.0% | 3,227 | 0.0% | 0.00% | – |
| Q1 2018 | $202,000 | -55.2% | 3,227 | -55.4% | 0.00% | – |
| Q2 2017 | $451,000 | -94.7% | 7,228 | -95.4% | 0.00% | -100.0% |
| Q3 2015 | $8,559,000 | -11.7% | 156,625 | -0.4% | 0.00% | 0.0% |
| Q2 2015 | $9,689,000 | +1050.7% | 157,310 | +1135.3% | 0.00% | – |
| Q1 2015 | $842,000 | +236.8% | 12,735 | +183.0% | 0.00% | – |
| Q4 2014 | $250,000 | -3.8% | 4,500 | 0.0% | 0.00% | – |
| Q3 2014 | $260,000 | – | 4,500 | – | 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% |