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 | $3,950 | +93.0% | 100 | +300.0% | 0.00% | – |
| Q2 2023 | $2,047 | -0.4% | 25 | 0.0% | 0.00% | – |
| Q1 2023 | $2,056 | -95.5% | 25 | -96.1% | 0.00% | -100.0% |
| Q4 2022 | $45,264 | +13.2% | 647 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | -4.8% | 647 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $42,000 | -12.5% | 647 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $48,000 | -7.7% | 647 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $52,000 | +2.0% | 647 | -35.3% | 0.00% | -42.9% |
| Q1 2020 | $51,000 | – | 1,000 | – | 0.01% | – |
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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% |