WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 183 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $640 | -3.6% | 16,212 | +100.0% | 0.27% | -2.5% |
| Q2 2023 | $664 | -0.3% | 8,106 | 0.0% | 0.28% | -3.5% |
| Q1 2023 | $666 | +17.5% | 8,106 | 0.0% | 0.29% | +7.5% |
| Q4 2022 | $567 | -99.9% | 8,106 | -6.2% | 0.27% | +5.5% |
| Q3 2022 | $538,000 | -5.1% | 8,646 | 0.0% | 0.25% | -6.3% |
| Q2 2022 | $567,000 | -10.8% | 8,646 | 0.0% | 0.27% | +25.0% |
| Q1 2022 | $636,000 | -8.2% | 8,646 | 0.0% | 0.22% | -8.9% |
| Q4 2021 | $693,000 | +5.3% | 8,646 | 0.0% | 0.24% | 0.0% |
| Q3 2021 | $658,000 | +11.9% | 8,646 | +12.6% | 0.24% | +20.9% |
| Q2 2021 | $588,000 | +10.7% | 7,676 | +6.0% | 0.20% | -5.8% |
| Q1 2021 | $531,000 | -6.8% | 7,241 | -15.8% | 0.21% | -19.4% |
| Q4 2020 | $570,000 | -46.1% | 8,601 | -50.0% | 0.26% | -11.0% |
| Q3 2020 | $1,058,000 | +102.7% | 17,202 | +100.0% | 0.29% | -4.3% |
| Q2 2020 | $522,000 | -6.6% | 8,601 | -24.2% | 0.30% | -27.0% |
| Q1 2020 | $559,000 | -30.9% | 11,351 | -1.0% | 0.42% | -15.0% |
| Q4 2019 | $809,000 | +6.6% | 11,466 | 0.0% | 0.49% | -4.7% |
| Q3 2019 | $759,000 | -15.3% | 11,466 | -14.4% | 0.51% | -15.5% |
| Q2 2019 | $896,000 | -22.0% | 13,396 | -24.4% | 0.61% | -26.7% |
| Q1 2019 | $1,149,000 | +2.5% | 17,727 | -10.8% | 0.83% | -8.5% |
| Q4 2018 | $1,121,000 | -55.3% | 19,865 | -50.0% | 0.90% | -9.9% |
| Q3 2018 | $2,506,000 | +133.3% | 39,730 | +133.5% | 1.00% | +11.4% |
| Q2 2018 | $1,074,000 | 0.0% | 17,016 | -0.7% | 0.90% | +0.6% |
| Q1 2018 | $1,074,000 | -1.4% | 17,131 | +0.2% | 0.90% | +0.8% |
| Q4 2017 | $1,089,000 | -4.8% | 17,091 | -14.1% | 0.89% | -7.9% |
| Q4 2016 | $1,144,000 | -45.1% | 19,900 | -48.6% | 0.96% | +9.2% |
| Q3 2016 | $2,084,000 | +23.0% | 38,736 | +15.3% | 0.88% | +23.7% |
| Q2 2016 | $1,694,000 | +11.3% | 33,582 | +13.4% | 0.71% | +11.9% |
| Q1 2016 | $1,522,000 | +1591.1% | 29,606 | +1674.9% | 0.64% | +1578.9% |
| Q4 2015 | $90,000 | -4.3% | 1,668 | 0.0% | 0.04% | -2.6% |
| Q3 2015 | $94,000 | -9.6% | 1,668 | 0.0% | 0.04% | +5.4% |
| Q2 2015 | $104,000 | -5.5% | 1,668 | 0.0% | 0.04% | +8.8% |
| Q1 2015 | $110,000 | – | 1,668 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 486,000 | $32,703,000 | 33.04% |
| Financial Advantage, Inc. | 163,718 | $11,016,000 | 7.51% |
| Permanens Capital L.P. | 327,043 | $22,007,000 | 6.16% |
| Premia Global Advisors, LLC | 39,018 | $2,626,000 | 4.53% |
| TPG Financial Advisors, LLC | 55,451 | $3,731,000 | 3.36% |
| GenTrust, LLC | 312,901 | $21,055,000 | 3.31% |
| Astor Investment Management LLC | 254,718 | $17,139,000 | 2.74% |
| BANK OF STOCKTON | 69,279 | $4,661,000 | 2.04% |
| Intercontinental Wealth Advisors, LLC | 43,935 | $2,956,000 | 1.82% |
| Conservest Capital Advisors, Inc. | 185,810 | $12,503,000 | 1.81% |