IFP Advisors, Inc - WISDOMTREE TR ownership

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
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$67,172
+80830.1%
1,019
-19.1%
0.00%
+50.0%
Q4 2022$83
-99.9%
1,259
-42.7%
0.00%
-50.0%
Q3 2022$145,000
+68.6%
2,197
+69.4%
0.00%
+33.3%
Q2 2022$86,000
-8.5%
1,297
-8.4%
0.00%
+200.0%
Q1 2022$94,000
+840.0%
1,416
+1089.9%
0.00%
Q4 2021$10,000
+11.1%
1190.0%0.00%
Q3 2021$9,0000.0%1190.0%0.00%
Q2 2021$9,0000.0%1190.0%0.00%
Q1 2021$9,000
+12.5%
1190.0%0.00%
Q4 2020$8,000
+14.3%
1190.0%0.00%
Q3 2020$7,000
-72.0%
119
-71.6%
0.00%
-100.0%
Q2 2020$25,000
+8.7%
419
-2.6%
0.00%0.0%
Q1 2020$23,000
-88.0%
430
-84.1%
0.00%
-85.7%
Q4 2019$192,000
+60.0%
2,709
+51.2%
0.01%
+75.0%
Q3 2019$120,000
+3.4%
1,792
-1.2%
0.01%
-50.0%
Q1 2019$116,000
-82.6%
1,814
-84.7%
0.02%
-61.0%
Q4 2018$666,000
-21.2%
11,860
-11.2%
0.04%
+20.6%
Q3 2018$845,000
+75.3%
13,360
+75.1%
0.03%
+70.0%
Q2 2018$482,000
-13.6%
7,630
-12.8%
0.02%
-20.0%
Q1 2018$558,0000.0%8,7510.0%0.02%0.0%
Q4 2017$558,000
-17.0%
8,751
-15.7%
0.02%
-7.4%
Q3 2017$672,000
-9.3%
10,383
-12.6%
0.03%
-12.9%
Q2 2017$741,000
-10.7%
11,883
-10.1%
0.03%
-13.9%
Q1 2017$830,000
-20.5%
13,222
-27.3%
0.04%
-28.0%
Q4 2016$1,044,000
-9.9%
18,193
-15.6%
0.05%
-16.7%
Q3 2016$1,159,000
-3.4%
21,565
-9.2%
0.06%
-10.4%
Q2 2016$1,200,000
+934.5%
23,756
+1209.6%
0.07%
+318.8%
Q1 2016$116,000
-93.0%
1,814
-94.1%
0.02%
-85.6%
Q4 2015$1,660,00030,8410.11%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
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