WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 385 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,580 | +81.0% | 12,014 | +275.2% | 0.02% | +80.0% |
| Q2 2023 | $262,191 | -0.1% | 3,202 | +0.3% | 0.01% | -9.1% |
| Q1 2023 | $262,368 | +524.7% | 3,191 | +462.8% | 0.01% | +450.0% |
| Q1 2022 | $42,000 | -39.1% | 567 | -49.5% | 0.00% | -92.3% |
| Q3 2020 | $69,000 | -68.5% | 1,122 | -68.1% | 0.03% | -25.7% |
| Q2 2017 | $219,000 | -17.4% | 3,516 | -28.7% | 0.04% | -39.7% |
| Q4 2015 | $265,000 | -62.0% | 4,933 | -61.4% | 0.06% | -67.2% |
| Q3 2015 | $698,000 | -14.9% | 12,780 | -4.1% | 0.18% | -9.2% |
| Q2 2015 | $820,000 | +0.2% | 13,321 | +7.7% | 0.20% | +7.1% |
| Q1 2015 | $818,000 | – | 12,370 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 486,000 | $27,430,000 | 37.06% |
| Financial Advantage, Inc. | 161,004 | $9,087,000 | 7.42% |
| Permanens Capital L.P. | 215,425 | $12,159,000 | 4.58% |
| Intercontinental Wealth Advisors, LLC | 129,745 | $7,323,000 | 4.09% |
| Evolution Wealth Advisors, LLC | 132,054 | $7,453,000 | 3.40% |
| Clearwater Capital Advisors, LLC | 273,496 | $15,436,000 | 3.38% |
| Janney Capital Management LLC | 1,046,878 | $59,086,000 | 3.19% |
| TPG Financial Advisors, LLC | 47,112 | $2,659,000 | 2.89% |
| GenTrust, LLC | 283,460 | $15,998,000 | 2.86% |
| Itau Unibanco Holding S.A. | 1,032,543 | $58,277,000 | 2.64% |