WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,810 | -15.8% | 13,261 | +74.5% | 0.01% | -11.1% |
| Q2 2023 | $622,212 | +35.5% | 7,600 | +36.1% | 0.01% | +28.6% |
| Q1 2023 | $459,061 | +120.7% | 5,584 | +97.2% | 0.01% | +133.3% |
| Q1 2022 | $208,000 | -76.6% | 2,831 | -83.7% | 0.00% | -90.6% |
| Q1 2020 | $889,000 | -19.4% | 17,355 | +11.1% | 0.03% | 0.0% |
| Q4 2019 | $1,103,000 | – | 15,628 | – | 0.03% | – |
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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% |