Ashfield Capital Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 187 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
Ashfield Capital Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$691,000
-11.2%
11,116
-6.4%
0.06%
-4.9%
Q2 2022$778,000
-21.2%
11,878
-11.5%
0.06%
-4.7%
Q1 2022$987,000
-9.4%
13,415
-1.2%
0.06%
-8.6%
Q4 2021$1,089,000
+4.6%
13,582
-0.8%
0.07%
-5.4%
Q3 2021$1,041,000
-15.0%
13,687
-14.7%
0.07%
-14.9%
Q2 2021$1,224,000
+11.0%
16,049
+5.9%
0.09%
-1.1%
Q1 2021$1,103,000
-1.5%
15,160
-10.3%
0.09%
-3.3%
Q4 2020$1,120,000
-1.9%
16,896
-8.6%
0.09%
-12.5%
Q3 2020$1,142,000
-4.6%
18,491
-6.2%
0.10%
-11.9%
Q2 2020$1,197,000
-13.9%
19,715
-27.3%
0.12%
-30.2%
Q1 2020$1,390,000
-32.6%
27,119
-7.2%
0.17%
-17.6%
Q4 2019$2,062,000
-1.9%
29,215
-6.4%
0.20%
-10.1%
Q3 2019$2,101,000
-25.3%
31,223
-26.5%
0.23%
-24.0%
Q2 2019$2,811,000
-21.8%
42,477
-24.5%
0.30%
-23.9%
Q1 2019$3,594,000
+14.9%
56,236
+1.5%
0.39%
-3.4%
Q4 2018$3,128,000
-15.9%
55,418
-5.8%
0.41%
-2.2%
Q3 2018$3,718,000
+12.7%
58,808
+12.6%
0.42%
+1.2%
Q2 2018$3,298,000
+4.9%
52,230
+4.2%
0.41%
+0.7%
Q1 2018$3,143,000
-2.8%
50,115
-1.3%
0.41%
-1.7%
Q4 2017$3,234,000
-1.3%
50,763
+0.2%
0.42%
-5.2%
Q3 2017$3,277,000
-0.9%
50,646
-4.6%
0.44%
-3.1%
Q2 2017$3,308,000
+124.6%
53,069
+126.3%
0.45%
+122.1%
Q1 2017$1,473,000
+29.4%
23,455
+18.3%
0.20%
+83.8%
Q4 2016$1,138,000
+2.7%
19,821
-3.9%
0.11%
+22.0%
Q3 2016$1,108,000
-43.7%
20,616
-47.1%
0.09%
-42.4%
Q2 2016$1,968,000
+0.1%
38,939
+2.9%
0.16%
+11.3%
Q1 2016$1,966,000
-23.0%
37,859
-20.2%
0.14%
-18.9%
Q4 2015$2,554,000
+0.7%
47,458
+2.3%
0.18%
+7.4%
Q3 2015$2,536,000
-3.4%
46,401
+8.9%
0.16%
+13.2%
Q2 2015$2,624,000
+9.7%
42,600
+17.8%
0.14%
+13.4%
Q1 2015$2,391,000
+255.3%
36,156
+199.0%
0.13%
+284.8%
Q4 2014$673,000
+73.9%
12,091
+80.6%
0.03%
+73.7%
Q3 2014$387,0006,6960.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$32,703,00033.04%
Financial Advantage, Inc. 163,718$11,016,0007.51%
Permanens Capital L.P. 327,043$22,007,0006.16%
Premia Global Advisors, LLC 39,018$2,626,0004.53%
TPG Financial Advisors, LLC 55,451$3,731,0003.36%
GenTrust, LLC 312,901$21,055,0003.31%
Astor Investment Management LLC 254,718$17,139,0002.74%
BANK OF STOCKTON 69,279$4,661,0002.04%
Intercontinental Wealth Advisors, LLC 43,935$2,956,0001.82%
Conservest Capital Advisors, Inc. 185,810$12,503,0001.81%
View complete list of WISDOMTREE TR shareholders