Cambridge Investment Research Advisors, Inc. - 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
Cambridge Investment Research Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,288
-11.2%
32,606
+84.0%
0.01%
-14.3%
Q2 2023$1,451
-40.1%
17,722
-39.9%
0.01%
-41.7%
Q1 2023$2,424
+74.0%
29,487
+48.1%
0.01%
+71.4%
Q4 2022$1,393
-99.9%
19,911
-2.4%
0.01%0.0%
Q3 2022$1,269,000
-9.8%
20,398
-5.0%
0.01%
-12.5%
Q2 2022$1,407,000
-21.2%
21,470
-11.5%
0.01%0.0%
Q1 2022$1,785,000
-38.3%
24,258
-32.8%
0.01%
-38.5%
Q4 2021$2,895,000
+5.9%
36,113
+0.4%
0.01%
-7.1%
Q3 2021$2,735,000
-0.6%
35,952
-0.3%
0.01%
+7.7%
Q2 2021$2,751,000
+40.2%
36,074
+33.8%
0.01%
+18.2%
Q1 2021$1,962,000
+5.3%
26,966
-4.1%
0.01%0.0%
Q4 2020$1,864,000
+3.4%
28,115
-3.7%
0.01%
-8.3%
Q3 2020$1,803,000
-5.7%
29,206
-7.3%
0.01%
-14.3%
Q2 2020$1,912,000
-7.5%
31,500
-21.9%
0.01%
-30.0%
Q1 2020$2,067,000
-37.7%
40,336
-14.2%
0.02%
-23.1%
Q4 2019$3,319,000
+10.4%
47,018
+5.2%
0.03%0.0%
Q3 2019$3,007,000
+1.0%
44,693
-0.6%
0.03%
-3.7%
Q2 2019$2,976,000
-31.4%
44,973
-33.7%
0.03%
-34.1%
Q1 2019$4,336,000
+14.9%
67,840
+1.5%
0.04%
-2.4%
Q4 2018$3,774,000
-39.9%
66,864
-32.7%
0.04%
-30.0%
Q3 2018$6,280,000
+6.8%
99,331
+6.6%
0.06%
-3.2%
Q2 2018$5,881,000
+0.7%
93,141
-0.0%
0.06%
-6.1%
Q1 2018$5,842,000
+1.7%
93,149
+3.3%
0.07%
-2.9%
Q4 2017$5,746,000
-2.8%
90,183
-1.3%
0.07%
-13.9%
Q3 2017$5,910,000
-3.2%
91,350
-6.8%
0.08%
-12.2%
Q2 2017$6,108,000
+4.0%
97,997
+4.8%
0.09%
-10.0%
Q1 2017$5,873,000
+7.2%
93,498
-2.1%
0.10%
-2.9%
Q4 2016$5,480,000
+6.6%
95,465
-0.2%
0.10%
+8.4%
Q3 2016$5,141,000
-2.5%
95,666
-8.4%
0.10%
-15.2%
Q2 2016$5,275,000
-16.3%
104,403
-14.0%
0.11%
-21.1%
Q1 2016$6,302,000
+14.9%
121,388
+19.1%
0.14%
+9.2%
Q4 2015$5,486,000
+5.4%
101,959
+7.1%
0.13%
-12.8%
Q3 2015$5,203,000
-19.8%
95,206
-9.7%
0.15%
-16.8%
Q2 2015$6,491,000
-2.7%
105,393
+4.5%
0.18%
-5.8%
Q1 2015$6,671,000
+145.9%
100,867
+106.8%
0.19%
+126.2%
Q4 2014$2,713,000
+668.6%
48,778
+697.4%
0.08%
+740.0%
Q3 2014$353,000
+8.0%
6,117
+9.3%
0.01%
-9.1%
Q2 2014$327,0005,5940.01%
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