ENVESTNET ASSET MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$9,128,514
-28.5%
231,102
+48.1%
0.00%
-33.3%
Q2 2023$12,774,028
-25.7%
156,028
-25.4%
0.01%
-25.0%
Q1 2023$17,183,500
+157.0%
209,020
+118.7%
0.01%
+166.7%
Q4 2022$6,686,610
+12.7%
95,578
+0.2%
0.00%0.0%
Q3 2022$5,932,000
-4.6%
95,366
+0.6%
0.00%0.0%
Q2 2022$6,215,000
-8.5%
94,827
+2.8%
0.00%0.0%
Q1 2022$6,789,000
+374.8%
92,251
+417.3%
0.00%
+200.0%
Q4 2021$1,430,000
+2.7%
17,833
-2.7%
0.00%0.0%
Q3 2021$1,393,000
-1.3%
18,319
-1.1%
0.00%0.0%
Q2 2021$1,412,000
-1.5%
18,524
-5.9%
0.00%0.0%
Q1 2021$1,433,000
+10.5%
19,694
+0.7%
0.00%0.0%
Q4 2020$1,297,000
+2.9%
19,565
-4.2%
0.00%0.0%
Q3 2020$1,261,000
-42.6%
20,415
-43.6%
0.00%
-50.0%
Q2 2020$2,196,000
-73.5%
36,180
-77.6%
0.00%
-80.0%
Q1 2020$8,290,000
-29.2%
161,794
-2.4%
0.01%
-16.7%
Q4 2019$11,706,000
-2.4%
165,836
-7.0%
0.01%
-7.7%
Q3 2019$11,994,000
+3.9%
178,244
+2.1%
0.01%
-13.3%
Q2 2019$11,547,000
+4.7%
174,510
+1.1%
0.02%0.0%
Q1 2019$11,027,000
+2.1%
172,543
-9.8%
0.02%
-11.8%
Q4 2018$10,802,000
+149.0%
191,385
+178.8%
0.02%
+112.5%
Q3 2018$4,339,000
-61.7%
68,634
-61.7%
0.01%
-69.2%
Q2 2018$11,329,000
-3.7%
179,435
-2.6%
0.03%
-21.2%
Q1 2018$11,760,000
+38.2%
184,142
+37.9%
0.03%
+73.7%
Q4 2017$8,509,000
+16.2%
133,546
+18.0%
0.02%
+5.6%
Q3 2017$7,324,000
+2.8%
113,128
-1.0%
0.02%
-10.0%
Q2 2017$7,125,000
-14.3%
114,306
-13.6%
0.02%
-25.9%
Q1 2017$8,311,000
-57.5%
132,325
-61.2%
0.03%
-62.0%
Q4 2016$19,563,000
-7.7%
340,789
-13.6%
0.07%
-13.4%
Q3 2016$21,200,000
-77.7%
394,499
-79.0%
0.08%
-78.3%
Q2 2016$94,876,000
-31.1%
1,877,617
-29.2%
0.38%
-36.3%
Q1 2016$137,702,000
-5.3%
2,652,192
-1.8%
0.59%
-10.2%
Q4 2015$145,346,000
-5.2%
2,701,099
-3.7%
0.66%
-13.3%
Q3 2015$153,296,000
-2.5%
2,805,043
+9.9%
0.76%
+1.7%
Q2 2015$157,247,000
+11.0%
2,553,119
+19.2%
0.75%
+2.0%
Q1 2015$141,696,000
+110.1%
2,142,370
+76.7%
0.73%
+6.9%
Q4 2014$67,443,000
+3943.3%
1,212,574
+4099.5%
0.69%
+3935.3%
Q3 2014$1,668,000
-70.0%
28,874
-69.7%
0.02%
-70.7%
Q2 2014$5,567,000
+4117.4%
95,270
+3976.6%
0.06%
+5700.0%
Q1 2014$132,000
-21.0%
2,337
-21.3%
0.00%
-50.0%
Q4 2013$167,000
+38.0%
2,971
+31.0%
0.00%
+100.0%
Q3 2013$121,000
-49.8%
2,268
-54.8%
0.00%
-66.7%
Q2 2013$241,0005,0140.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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