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 | $2,078,728 | -2.5% | 53,202 | +103.8% | 0.00% | -25.0% |
| Q2 2023 | $2,132,479 | -2.1% | 26,105 | -2.2% | 0.00% | -20.0% |
| Q1 2023 | $2,178,771 | +15.3% | 26,692 | -1.2% | 0.01% | 0.0% |
| Q4 2022 | $1,889,611 | +18.4% | 27,016 | +5.0% | 0.01% | -44.4% |
| Q3 2022 | $1,596,000 | +0.6% | 25,726 | +6.3% | 0.01% | +28.6% |
| Q2 2022 | $1,587,000 | -4.1% | 24,203 | +7.8% | 0.01% | +40.0% |
| Q1 2022 | $1,655,000 | -4.3% | 22,461 | +4.0% | 0.01% | -16.7% |
| Q4 2021 | $1,730,000 | – | 21,596 | – | 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% |