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 | $130,855,166 | -6.3% | 3,312,789 | +94.2% | 0.03% | -7.1% |
| Q2 2023 | $139,639,110 | -1.3% | 1,705,620 | -0.9% | 0.03% | -6.7% |
| Q1 2023 | $141,433,920 | +0.1% | 1,720,398 | -14.8% | 0.03% | -6.2% |
| Q4 2022 | $141,248,820 | +13.9% | 2,018,994 | +1.3% | 0.03% | +10.3% |
| Q3 2022 | $123,988,000 | -10.4% | 1,993,395 | -5.5% | 0.03% | -6.5% |
| Q2 2022 | $138,310,000 | -16.2% | 2,110,318 | -5.9% | 0.03% | -11.4% |
| Q1 2022 | $165,048,000 | -20.3% | 2,242,792 | -13.2% | 0.04% | -14.6% |
| Q4 2021 | $207,118,000 | +4.7% | 2,583,806 | -0.6% | 0.04% | -2.4% |
| Q3 2021 | $197,791,000 | +0.5% | 2,600,455 | +0.8% | 0.04% | -4.5% |
| Q2 2021 | $196,749,000 | +2.4% | 2,580,316 | -2.3% | 0.04% | -8.3% |
| Q1 2021 | $192,121,000 | +3.2% | 2,640,480 | -6.0% | 0.05% | 0.0% |
| Q4 2020 | $186,140,000 | +1.2% | 2,807,553 | -5.8% | 0.05% | -7.7% |
| Q3 2020 | $183,952,000 | -9.7% | 2,978,974 | -11.2% | 0.05% | -16.1% |
| Q2 2020 | $203,679,000 | -5.5% | 3,354,936 | -20.3% | 0.06% | -18.4% |
| Q1 2020 | $215,569,000 | -43.7% | 4,207,050 | -22.4% | 0.08% | -21.6% |
| Q4 2019 | $382,763,000 | +0.7% | 5,422,344 | -4.0% | 0.10% | -11.8% |
| Q3 2019 | $380,264,000 | +3.0% | 5,651,129 | +1.3% | 0.11% | +3.8% |
| Q2 2019 | $369,228,000 | -20.1% | 5,579,999 | -22.8% | 0.11% | -24.3% |
| Q1 2019 | $461,967,000 | +9.7% | 7,228,421 | -3.1% | 0.14% | +4.5% |
| Q4 2018 | $421,155,000 | -22.2% | 7,461,994 | -12.8% | 0.13% | -4.3% |
| Q3 2018 | $541,059,000 | -2.0% | 8,558,353 | -2.2% | 0.14% | -6.0% |
| Q2 2018 | $552,328,000 | -11.7% | 8,747,680 | -12.3% | 0.15% | -6.9% |
| Q1 2018 | $625,578,000 | -8.7% | 9,974,144 | -7.2% | 0.16% | -2.4% |
| Q4 2017 | $685,051,000 | +0.0% | 10,752,650 | +1.6% | 0.16% | -1.8% |
| Q3 2017 | $684,775,000 | +0.3% | 10,583,864 | -3.4% | 0.17% | -5.1% |
| Q2 2017 | $682,601,000 | +4.0% | 10,951,400 | +4.8% | 0.18% | -1.1% |
| Q1 2017 | $656,229,000 | +9.9% | 10,447,836 | +0.4% | 0.18% | +6.0% |
| Q4 2016 | $597,141,000 | +0.7% | 10,403,151 | -5.7% | 0.17% | -6.7% |
| Q3 2016 | $592,980,000 | -23.1% | 11,034,231 | -27.7% | 0.18% | -28.6% |
| Q2 2016 | $770,644,000 | +10.0% | 15,251,220 | +13.0% | 0.25% | +9.6% |
| Q1 2016 | $700,888,000 | -37.7% | 13,499,377 | -35.4% | 0.23% | -34.8% |
| Q4 2015 | $1,125,303,000 | -10.6% | 20,912,546 | -9.3% | 0.35% | -16.9% |
| Q3 2015 | $1,259,409,000 | +15.5% | 23,045,027 | +30.1% | 0.42% | +26.1% |
| Q2 2015 | $1,090,702,000 | +1.2% | 17,709,070 | +8.6% | 0.34% | -2.6% |
| Q1 2015 | $1,078,108,000 | +100.5% | 16,300,392 | +68.6% | 0.35% | +103.5% |
| Q4 2014 | $537,723,000 | +137.7% | 9,667,801 | +146.9% | 0.17% | +136.1% |
| Q3 2014 | $226,246,000 | +166.6% | 3,915,633 | +169.6% | 0.07% | +166.7% |
| Q2 2014 | $84,848,000 | +47.1% | 1,452,136 | +42.4% | 0.03% | +42.1% |
| Q1 2014 | $57,687,000 | +24.0% | 1,020,104 | +23.2% | 0.02% | +26.7% |
| Q4 2013 | $46,531,000 | +40.8% | 827,800 | +33.1% | 0.02% | +25.0% |
| Q3 2013 | $33,048,000 | +43.6% | 621,792 | +29.9% | 0.01% | +33.3% |
| Q2 2013 | $23,008,000 | – | 478,631 | – | 0.01% | – |
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% |