HighTower Advisors, 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
HighTower Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$794,000
-16.8%
20,071
+72.3%
0.00%
-50.0%
Q2 2023$954,000
+22.6%
11,646
+23.2%
0.00%0.0%
Q1 2023$778,000
+6.4%
9,454
-9.6%
0.00%0.0%
Q4 2022$731,000
+20.2%
10,458
+6.5%
0.00%0.0%
Q3 2022$608,000
-5.6%
9,819
-0.0%
0.00%0.0%
Q2 2022$644,000
-10.9%
9,822
-0.0%
0.00%0.0%
Q1 2022$723,000
-7.5%
9,824
+1.0%
0.00%0.0%
Q4 2021$782,000
-9.8%
9,726
-14.5%
0.00%0.0%
Q3 2021$867,000
-13.6%
11,381
-13.3%
0.00%
-33.3%
Q2 2021$1,003,000
+11.3%
13,122
+6.1%
0.00%0.0%
Q1 2021$901,000
+47.0%
12,364
+24.4%
0.00%0.0%
Q3 2020$613,000
-56.9%
9,941
-57.6%
0.00%
-62.5%
Q2 2020$1,421,000
-30.8%
23,469
-41.4%
0.01%
-38.5%
Q1 2020$2,054,000
-54.1%
40,023
-36.9%
0.01%
-50.0%
Q4 2019$4,478,000
+0.1%
63,439
-4.7%
0.03%
+8.3%
Q3 2019$4,473,000
+1.9%
66,533
+0.2%
0.02%
-7.7%
Q2 2019$4,390,000
+7.2%
66,369
+3.5%
0.03%
-3.7%
Q1 2019$4,097,000
+10.7%
64,107
-2.2%
0.03%
-3.6%
Q4 2018$3,702,000
-17.7%
65,565
-7.9%
0.03%
-12.5%
Q3 2018$4,498,000
-3.6%
71,184
-3.7%
0.03%
-13.5%
Q2 2018$4,665,000
-5.9%
73,928
-6.4%
0.04%
-11.9%
Q1 2018$4,957,000
-42.0%
78,964
-41.1%
0.04%
-40.0%
Q4 2017$8,550,000
-0.9%
134,132
+0.6%
0.07%
-5.4%
Q3 2017$8,625,000
-29.1%
133,336
-31.8%
0.07%
-32.1%
Q2 2017$12,165,000
-6.6%
195,428
-5.9%
0.11%
-12.8%
Q1 2017$13,030,000
+67.6%
207,607
+53.4%
0.12%
+48.8%
Q4 2016$7,775,000
+19.4%
135,338
+11.9%
0.08%
+12.0%
Q3 2016$6,512,000
+7.9%
120,959
+1.5%
0.08%
-1.3%
Q2 2016$6,037,000
-49.7%
119,223
-48.4%
0.08%
+94.9%
Q1 2016$12,001,000
-46.1%
231,061
-44.2%
0.04%
-85.3%
Q4 2015$22,269,000
-1.3%
413,799
+0.1%
0.26%
-11.4%
Q3 2015$22,572,000
-14.7%
413,296
-3.8%
0.30%
-29.5%
Q2 2015$26,470,000
-13.6%
429,776
-6.1%
0.42%
-7.0%
Q1 2015$30,629,000
+128.0%
457,756
+86.9%
0.46%
+121.4%
Q4 2014$13,433,000
+58.5%
244,951
+67.0%
0.21%
+44.1%
Q3 2014$8,473,000
+49.9%
146,638
+51.9%
0.14%
+45.9%
Q2 2014$5,652,000
+36.6%
96,531
+31.9%
0.10%
+21.0%
Q1 2014$4,138,000
+98.7%
73,178
+97.5%
0.08%
+88.4%
Q4 2013$2,083,000
+117.9%
37,053
+106.1%
0.04%
+79.2%
Q3 2013$956,00017,9800.02%
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