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 | $6,336,164 | -3.0% | 160,409 | +101.0% | 0.78% | -0.8% |
| Q2 2023 | $6,534,229 | -0.9% | 79,812 | -0.5% | 0.78% | -5.3% |
| Q1 2023 | $6,596,721 | +13.7% | 80,242 | -3.2% | 0.83% | +14.2% |
| Q4 2022 | $5,799,828 | +12.4% | 82,902 | -0.1% | 0.72% | +7.7% |
| Q3 2022 | $5,161,000 | -5.5% | 82,974 | -0.5% | 0.67% | -5.4% |
| Q2 2022 | $5,463,000 | -9.5% | 83,360 | +1.6% | 0.71% | +5.5% |
| Q1 2022 | $6,037,000 | -7.1% | 82,031 | +1.2% | 0.67% | -3.3% |
| Q4 2021 | $6,498,000 | -7.8% | 81,064 | -12.5% | 0.70% | -7.2% |
| Q3 2021 | $7,044,000 | +1.5% | 92,614 | +1.8% | 0.75% | -2.1% |
| Q2 2021 | $6,938,000 | +1.3% | 90,984 | -3.4% | 0.77% | -5.8% |
| Q1 2021 | $6,850,000 | +8.8% | 94,146 | -0.9% | 0.81% | +2.0% |
| Q4 2020 | $6,298,000 | +4.4% | 94,998 | -2.7% | 0.80% | -9.1% |
| Q3 2020 | $6,032,000 | -29.8% | 97,683 | -31.0% | 0.88% | -33.9% |
| Q2 2020 | $8,589,000 | +17.8% | 141,481 | -0.6% | 1.33% | -1.5% |
| Q1 2020 | $7,290,000 | -32.2% | 142,280 | -6.6% | 1.35% | -14.5% |
| Q4 2019 | $10,750,000 | -2.3% | 152,292 | -6.8% | 1.58% | -7.9% |
| Q3 2019 | $10,999,000 | +0.1% | 163,458 | -1.6% | 1.71% | +0.2% |
| Q2 2019 | $10,989,000 | -4.0% | 166,075 | -7.3% | 1.71% | -8.5% |
| Q1 2019 | $11,449,000 | +16.1% | 179,138 | +2.5% | 1.86% | +3.7% |
| Q4 2018 | $9,863,000 | -8.5% | 174,752 | +2.4% | 1.80% | -8.5% |
| Q3 2018 | $10,784,000 | +1.1% | 170,578 | +1.0% | 1.97% | -4.1% |
| Q2 2018 | $10,663,000 | +609.4% | 168,882 | +0.8% | 2.05% | +529.1% |
| Q1 2018 | $1,503,000 | -85.8% | 167,462 | +0.7% | 0.33% | -84.8% |
| Q4 2017 | $10,591,000 | -0.6% | 166,234 | +1.0% | 2.15% | +0.4% |
| Q3 2017 | $10,654,000 | +4.2% | 164,663 | +0.4% | 2.14% | -0.6% |
| Q2 2017 | $10,225,000 | -1.3% | 164,047 | -0.5% | 2.15% | -3.4% |
| Q1 2017 | $10,358,000 | +8.9% | 164,903 | -0.5% | 2.23% | +5.2% |
| Q4 2016 | $9,512,000 | +3.2% | 165,711 | -3.3% | 2.12% | -1.5% |
| Q3 2016 | $9,213,000 | +5.6% | 171,428 | -0.7% | 2.15% | +3.1% |
| Q2 2016 | $8,725,000 | -1.8% | 172,667 | +0.9% | 2.09% | -3.0% |
| Q1 2016 | $8,882,000 | -39.5% | 171,066 | -37.3% | 2.15% | -40.1% |
| Q4 2015 | $14,689,000 | -1.6% | 272,985 | -0.1% | 3.59% | -8.0% |
| Q3 2015 | $14,931,000 | +8.2% | 273,206 | +21.9% | 3.90% | +17.8% |
| Q2 2015 | $13,799,000 | -6.7% | 224,052 | +0.1% | 3.31% | -5.7% |
| Q1 2015 | $14,797,000 | +196.2% | 223,727 | +149.1% | 3.51% | +158.6% |
| Q4 2014 | $4,996,000 | +25.9% | 89,826 | +30.8% | 1.36% | +23.0% |
| Q3 2014 | $3,967,000 | -0.3% | 68,658 | +0.9% | 1.10% | -1.3% |
| Q2 2014 | $3,977,000 | +9.0% | 68,062 | +5.5% | 1.12% | +0.7% |
| Q1 2014 | $3,650,000 | -0.2% | 64,541 | -0.9% | 1.11% | -4.0% |
| Q4 2013 | $3,659,000 | +50.8% | 65,095 | +42.6% | 1.16% | +38.6% |
| Q3 2013 | $2,426,000 | +152.2% | 45,644 | +128.2% | 0.84% | +130.0% |
| Q2 2013 | $962,000 | – | 20,003 | – | 0.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 486,000 | $32,703,000 | 33.04% |
| Financial Advantage, Inc. | 163,718 | $11,016,000 | 7.51% |
| Permanens Capital L.P. | 327,043 | $22,007,000 | 6.16% |
| Premia Global Advisors, LLC | 39,018 | $2,626,000 | 4.53% |
| TPG Financial Advisors, LLC | 55,451 | $3,731,000 | 3.36% |
| GenTrust, LLC | 312,901 | $21,055,000 | 3.31% |
| Astor Investment Management LLC | 254,718 | $17,139,000 | 2.74% |
| BANK OF STOCKTON | 69,279 | $4,661,000 | 2.04% |
| Intercontinental Wealth Advisors, LLC | 43,935 | $2,956,000 | 1.82% |
| Conservest Capital Advisors, Inc. | 185,810 | $12,503,000 | 1.81% |