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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $387,000 | +0.5% | 6,130 | 0.0% | 0.00% | – |
| Q1 2018 | $385,000 | -1.5% | 6,130 | 0.0% | 0.00% | – |
| Q4 2017 | $391,000 | +4.8% | 6,130 | +6.3% | 0.00% | – |
| Q3 2017 | $373,000 | +7.2% | 5,767 | +3.3% | 0.00% | – |
| Q2 2017 | $348,000 | -99.3% | 5,584 | -99.3% | 0.00% | -100.0% |
| Q1 2017 | $51,845,000 | -46.8% | 825,440 | -51.4% | 0.01% | -44.4% |
| Q4 2016 | $97,520,000 | +103.3% | 1,698,941 | +90.3% | 0.01% | +80.0% |
| Q3 2016 | $47,974,000 | -30.5% | 892,720 | -34.7% | 0.01% | -28.6% |
| Q2 2016 | $69,036,000 | -64.6% | 1,366,190 | -63.6% | 0.01% | -66.7% |
| Q1 2016 | $194,995,000 | -29.0% | 3,755,676 | -26.4% | 0.02% | -30.0% |
| Q4 2015 | $274,734,000 | +19.4% | 5,105,654 | +21.2% | 0.03% | +11.1% |
| Q3 2015 | $230,172,000 | +14.5% | 4,211,773 | +29.0% | 0.03% | +28.6% |
| Q2 2015 | $201,028,000 | +321.1% | 3,263,988 | +352.2% | 0.02% | +320.0% |
| Q1 2015 | $47,736,000 | – | 721,744 | – | 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% |