Edge Wealth Management 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
Edge Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$286,000
+60.7%
3,889
+75.2%
0.06%
+69.7%
Q4 2021$178,000
+143.8%
2,220
+132.2%
0.03%
+135.7%
Q3 2021$73,0000.0%9560.0%0.01%
-6.7%
Q2 2021$73,000
+4.3%
9560.0%0.02%0.0%
Q1 2021$70,000
+7.7%
956
-2.4%
0.02%0.0%
Q4 2020$65,000
+3.2%
980
-3.7%
0.02%0.0%
Q3 2020$63,000
+6.8%
1,018
+4.5%
0.02%
+36.4%
Q2 2020$59,000
+20.4%
974
+1.0%
0.01%0.0%
Q1 2020$49,000
-14.0%
964
+18.4%
0.01%0.0%
Q4 2019$57,000
+9.6%
814
+5.2%
0.01%
-8.3%
Q3 2019$52,000
+4.0%
774
+2.0%
0.01%
+9.1%
Q2 2019$50,000
-27.5%
759
-29.4%
0.01%
-35.3%
Q1 2019$69,000
+13.1%
1,0750.0%0.02%0.0%
Q4 2018$61,000
-99.3%
1,075
-99.2%
0.02%
-99.1%
Q3 2018$8,212,000
-0.4%
129,895
-0.5%
1.97%
-6.0%
Q2 2018$8,241,000
+4.3%
130,523
+3.6%
2.10%
-0.0%
Q1 2018$7,903,000
+8.4%
126,005
+10.3%
2.10%
+1.6%
Q4 2017$7,289,000
+1.4%
114,208
+2.8%
2.06%
-5.1%
Q3 2017$7,187,000
+37726.3%
111,114
+36330.8%
2.18%
+36150.0%
Q2 2017$19,0000.0%3050.0%0.01%
-14.3%
Q1 2017$19,000
+11.8%
3050.0%0.01%
+16.7%
Q4 2016$17,000
+6.2%
3050.0%0.01%
-14.3%
Q3 2016$16,000
-93.2%
305
-93.4%
0.01%
-92.8%
Q2 2016$234,000
+358.8%
4,635
+375.4%
0.10%
+321.7%
Q1 2016$51,000
-99.6%
975
-99.6%
0.02%
-99.5%
Q4 2015$13,224,000
-12.1%
244,112
-12.0%
4.99%
-12.0%
Q3 2015$15,044,000
-11.6%
277,253
+0.4%
5.67%
-2.7%
Q2 2015$17,025,000
+982.3%
276,019
+1062.2%
5.82%
+1001.1%
Q1 2015$1,573,00023,7490.53%
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