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 2015 | $21,374,000 | -11.1% | 391,101 | +0.1% | 6.34% | -1.3% |
| Q2 2015 | $24,054,000 | +4.4% | 390,556 | +12.2% | 6.42% | +9.1% |
| Q1 2015 | $23,030,000 | +35.7% | 348,194 | +14.1% | 5.89% | +28.8% |
| Q4 2014 | $16,967,000 | -2.3% | 305,050 | +1.5% | 4.57% | +0.3% |
| Q3 2014 | $17,362,000 | +1.7% | 300,484 | +2.9% | 4.56% | +3.5% |
| Q2 2014 | $17,064,000 | – | 292,036 | – | 4.40% | – |
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% |