WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 189 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,672 | -3.5% | 5,536 | +100.0% | 0.02% | +4.5% |
| Q2 2023 | $226,616 | -0.4% | 2,768 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $227,557 | -5.6% | 2,768 | -28.4% | 0.02% | -32.4% |
| Q3 2022 | $241,000 | -5.1% | 3,868 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $254,000 | -41.2% | 3,868 | -34.1% | 0.03% | -30.6% |
| Q1 2022 | $432,000 | -8.1% | 5,868 | 0.0% | 0.05% | -3.9% |
| Q4 2021 | $470,000 | -2.9% | 5,868 | -7.9% | 0.05% | +466.7% |
| Q3 2021 | $484,000 | -19.9% | 6,368 | -19.6% | 0.01% | -87.7% |
| Q2 2021 | $604,000 | +114.9% | 7,918 | +104.7% | 0.07% | +97.3% |
| Q1 2021 | $281,000 | +8.9% | 3,868 | -0.6% | 0.04% | 0.0% |
| Q4 2020 | $258,000 | -99.9% | 3,893 | -1.0% | 0.04% | -9.8% |
| Q3 2020 | $242,863,000 | +101516.3% | 3,933 | -0.3% | 0.04% | -8.9% |
| Q2 2020 | $239,000 | +18.3% | 3,943 | 0.0% | 0.04% | -4.3% |
| Q1 2020 | $202,000 | -99.9% | 3,943 | -15.6% | 0.05% | -17.5% |
| Q4 2019 | $329,867,000 | +97205.9% | 4,673 | -7.2% | 0.06% | -13.6% |
| Q3 2019 | $339,000 | +3.7% | 5,036 | +1.9% | 0.07% | 0.0% |
| Q2 2019 | $327,000 | +3.5% | 4,943 | 0.0% | 0.07% | +3.1% |
| Q1 2019 | $316,000 | -28.8% | 4,943 | -37.2% | 0.06% | -37.3% |
| Q4 2018 | $444,000 | -9.6% | 7,868 | -5.7% | 0.10% | +3.0% |
| Q3 2018 | $491,000 | -70.3% | 8,348 | -68.2% | 0.10% | -68.0% |
| Q2 2018 | $1,655,000 | +0.3% | 26,211 | -0.4% | 0.31% | -4.0% |
| Q1 2018 | $1,650,000 | -23.0% | 26,306 | -21.8% | 0.32% | -20.1% |
| Q4 2017 | $2,143,000 | +3.2% | 33,641 | +4.8% | 0.40% | -2.2% |
| Q3 2017 | $2,076,000 | +2.4% | 32,086 | +0.1% | 0.41% | +6.2% |
| Q2 2017 | $2,028,000 | -10.9% | 32,066 | -11.6% | 0.39% | -15.7% |
| Q1 2017 | $2,277,000 | +10.3% | 36,256 | +0.8% | 0.46% | +5.7% |
| Q4 2016 | $2,065,000 | +3.0% | 35,983 | -3.6% | 0.44% | -0.7% |
| Q3 2016 | $2,005,000 | -0.7% | 37,308 | -6.7% | 0.44% | -0.2% |
| Q2 2016 | $2,020,000 | +3.7% | 39,983 | +6.6% | 0.44% | +2.6% |
| Q1 2016 | $1,948,000 | +10.2% | 37,519 | +14.2% | 0.43% | +6.5% |
| Q4 2015 | $1,768,000 | -1.0% | 32,855 | +0.6% | 0.40% | -1.5% |
| Q3 2015 | $1,785,000 | -22.5% | 32,669 | -12.6% | 0.41% | -9.5% |
| Q2 2015 | $2,303,000 | +1.5% | 37,396 | +9.0% | 0.45% | +3.4% |
| Q1 2015 | $2,268,000 | +89.2% | 34,296 | +59.1% | 0.44% | +79.4% |
| Q4 2014 | $1,199,000 | +18.1% | 21,556 | +22.7% | 0.24% | +8.0% |
| Q3 2014 | $1,015,000 | – | 17,571 | – | 0.22% | – |
Download | ||||||
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% |