WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 306 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $32,748 | -0.4% | 400 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $32,884 | +17.5% | 400 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $27,984 | +11.9% | 400 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $25,000 | -13.8% | 400 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $29,000 | -9.4% | 400 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $32,000 | -30.4% | 400 | -33.3% | 0.00% | 0.0% |
Q3 2021 | $46,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $46,000 | +4.5% | 600 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $44,000 | +10.0% | 600 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $40,000 | +8.1% | 600 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $37,000 | +2.8% | 600 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $36,000 | +16.1% | 600 | 0.0% | 0.00% | -50.0% |
Q1 2020 | $31,000 | -89.3% | 600 | -85.4% | 0.00% | -81.8% |
Q4 2019 | $289,000 | -67.3% | 4,103 | -68.8% | 0.01% | -68.6% |
Q3 2019 | $884,000 | +31.4% | 13,153 | +29.2% | 0.04% | +40.0% |
Q2 2019 | $673,000 | -55.2% | 10,178 | -56.7% | 0.02% | -51.9% |
Q1 2019 | $1,502,000 | -45.0% | 23,503 | -51.7% | 0.05% | -45.8% |
Q4 2018 | $2,729,000 | -25.3% | 48,635 | -16.3% | 0.10% | -7.7% |
Q3 2018 | $3,654,000 | -23.3% | 58,112 | -23.2% | 0.10% | -23.5% |
Q2 2018 | $4,766,000 | +280.1% | 75,630 | +278.1% | 0.14% | +267.6% |
Q1 2018 | $1,254,000 | +8.5% | 20,002 | +13.0% | 0.04% | +12.1% |
Q4 2017 | $1,156,000 | -48.8% | 17,702 | -48.2% | 0.03% | -48.4% |
Q3 2017 | $2,259,000 | -37.3% | 34,152 | -40.9% | 0.06% | -36.6% |
Q2 2017 | $3,602,000 | +35.3% | 57,790 | +36.3% | 0.10% | +42.3% |
Q1 2017 | $2,663,000 | +208.2% | 42,410 | +181.6% | 0.07% | +195.8% |
Q4 2016 | $864,000 | +23.1% | 15,059 | +15.3% | 0.02% | +14.3% |
Q3 2016 | $702,000 | +83.3% | 13,059 | +72.5% | 0.02% | +75.0% |
Q2 2016 | $383,000 | +4.1% | 7,571 | +6.8% | 0.01% | 0.0% |
Q1 2016 | $368,000 | -45.1% | 7,091 | -42.9% | 0.01% | -33.3% |
Q4 2015 | $670,000 | +15.5% | 12,415 | +17.1% | 0.02% | +28.6% |
Q3 2015 | $580,000 | -2.7% | 10,605 | +9.6% | 0.01% | +7.7% |
Q2 2015 | $596,000 | – | 9,675 | – | 0.01% | – |
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% |