WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 284 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 8.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,380 | -3.5% | 10,440 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $427,361 | -0.4% | 5,220 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $429,136 | +17.5% | 5,220 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $365,191 | +12.4% | 5,220 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $325,000 | -6.3% | 5,220 | -1.3% | 0.00% | 0.0% |
| Q2 2022 | $347,000 | -10.8% | 5,290 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $389,000 | -8.3% | 5,290 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $424,000 | -29.2% | 5,290 | -32.8% | 0.00% | -25.0% |
| Q3 2021 | $599,000 | -0.2% | 7,870 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $600,000 | +4.7% | 7,870 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $573,000 | +9.8% | 7,870 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $522,000 | +2.8% | 7,870 | -4.3% | 0.00% | -20.0% |
| Q3 2020 | $508,000 | +4.3% | 8,225 | +2.5% | 0.01% | 0.0% |
| Q2 2020 | $487,000 | +19.4% | 8,025 | +0.9% | 0.01% | 0.0% |
| Q1 2020 | $408,000 | -39.8% | 7,955 | -17.1% | 0.01% | -16.7% |
| Q4 2019 | $678,000 | +5.0% | 9,600 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $646,000 | -2.0% | 9,600 | -3.7% | 0.01% | 0.0% |
| Q2 2019 | $659,000 | +12.5% | 9,964 | +8.7% | 0.01% | 0.0% |
| Q1 2019 | $586,000 | +10.2% | 9,164 | -2.7% | 0.01% | 0.0% |
| Q4 2018 | $532,000 | -11.8% | 9,422 | -1.3% | 0.01% | 0.0% |
| Q3 2018 | $603,000 | +4.1% | 9,544 | +4.1% | 0.01% | 0.0% |
| Q2 2018 | $579,000 | -51.6% | 9,164 | -52.0% | 0.01% | -12.5% |
| Q1 2018 | $1,196,000 | +96.7% | 19,078 | +100.0% | 0.01% | 0.0% |
| Q4 2017 | $608,000 | -6.5% | 9,539 | -5.1% | 0.01% | -11.1% |
| Q3 2017 | $650,000 | +9.2% | 10,051 | +5.4% | 0.01% | +12.5% |
| Q2 2017 | $595,000 | -10.1% | 9,539 | -9.4% | 0.01% | -11.1% |
| Q1 2017 | $662,000 | +9.4% | 10,532 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $605,000 | +15.0% | 10,532 | +7.5% | 0.01% | +12.5% |
| Q3 2016 | $526,000 | +6.3% | 9,793 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $495,000 | -6.8% | 9,793 | -4.3% | 0.01% | -11.1% |
| Q1 2016 | $531,000 | +11.8% | 10,233 | +15.9% | 0.01% | +12.5% |
| Q4 2015 | $475,000 | – | 8,829 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 486,000 | $27,430,000 | 37.06% |
| Financial Advantage, Inc. | 161,004 | $9,087,000 | 7.42% |
| Permanens Capital L.P. | 215,425 | $12,159,000 | 4.58% |
| Intercontinental Wealth Advisors, LLC | 129,745 | $7,323,000 | 4.09% |
| Evolution Wealth Advisors, LLC | 132,054 | $7,453,000 | 3.40% |
| Clearwater Capital Advisors, LLC | 273,496 | $15,436,000 | 3.38% |
| Janney Capital Management LLC | 1,046,878 | $59,086,000 | 3.19% |
| TPG Financial Advisors, LLC | 47,112 | $2,659,000 | 2.89% |
| GenTrust, LLC | 283,460 | $15,998,000 | 2.86% |
| Itau Unibanco Holding S.A. | 1,032,543 | $58,277,000 | 2.64% |