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 | $27,808 | -3.5% | 704 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $28,818 | +0.3% | 352 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $28,727 | -87.5% | 352 | -90.3% | 0.01% | -95.9% |
| Q3 2018 | $229,000 | +2.7% | 3,615 | +2.4% | 0.12% | -7.5% |
| Q2 2018 | $223,000 | +4.7% | 3,530 | +5.6% | 0.13% | -35.7% |
| Q4 2017 | $213,000 | +2.9% | 3,342 | +4.2% | 0.21% | -5.0% |
| Q3 2017 | $207,000 | – | 3,207 | – | 0.22% | – |
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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% |