WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,957 | -3.5% | 5,847 | +100.0% | 0.21% | -5.9% |
| Q2 2023 | $239,347 | -0.3% | 2,924 | +0.1% | 0.22% | -22.5% |
| Q1 2023 | $240,135 | +17.4% | 2,921 | -0.1% | 0.28% | +56.6% |
| Q4 2022 | $204,610 | -4.8% | 2,925 | 0.0% | 0.18% | +27.3% |
| Q1 2022 | $215,000 | -8.1% | 2,925 | 0.0% | 0.14% | +2.1% |
| Q4 2021 | $234,000 | +5.4% | 2,925 | 0.0% | 0.14% | +9.4% |
| Q3 2021 | $222,000 | -25.8% | 2,925 | -25.5% | 0.13% | -23.8% |
| Q2 2021 | $299,000 | +4.5% | 3,925 | -0.1% | 0.17% | +1.8% |
| Q1 2021 | $286,000 | +10.0% | 3,930 | 0.0% | 0.16% | +14.6% |
| Q4 2020 | $260,000 | +7.0% | 3,930 | 0.0% | 0.14% | +3.6% |
| Q3 2020 | $243,000 | -5.4% | 3,930 | -16.2% | 0.14% | -68.0% |
| Q3 2015 | $257,000 | – | 4,692 | – | 0.44% | – |
Download | ||||||
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% |