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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,636 | -3.5% | 168 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $6,877 | -0.4% | 84 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,906 | +17.5% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,877 | +17.5% | 84 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | -16.7% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -14.3% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | +16.7% | 84 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | -33.3% | 84 | -29.4% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 119 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | -36.4% | 119 | -37.0% | 0.00% | -50.0% |
| Q2 2020 | $11,000 | +10.0% | 189 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $10,000 | -33.3% | 189 | -13.7% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | – | 219 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 486,000 | $32,703,000 | 33.04% |
| Financial Advantage, Inc. | 163,718 | $11,016,000 | 7.51% |
| Permanens Capital L.P. | 327,043 | $22,007,000 | 6.16% |
| Premia Global Advisors, LLC | 39,018 | $2,626,000 | 4.53% |
| TPG Financial Advisors, LLC | 55,451 | $3,731,000 | 3.36% |
| GenTrust, LLC | 312,901 | $21,055,000 | 3.31% |
| Astor Investment Management LLC | 254,718 | $17,139,000 | 2.74% |
| BANK OF STOCKTON | 69,279 | $4,661,000 | 2.04% |
| Intercontinental Wealth Advisors, LLC | 43,935 | $2,956,000 | 1.82% |
| Conservest Capital Advisors, Inc. | 185,810 | $12,503,000 | 1.81% |