WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 323 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $216,000 | -69.8% | 3,291 | -66.1% | 0.00% | -70.0% |
| Q1 2022 | $715,000 | -16.6% | 9,717 | -9.1% | 0.01% | -16.7% |
| Q4 2021 | $857,000 | +0.5% | 10,687 | -4.7% | 0.01% | -14.3% |
| Q3 2021 | $853,000 | -1.2% | 11,215 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $863,000 | -5.5% | 11,316 | -9.8% | 0.01% | -22.2% |
| Q1 2021 | $913,000 | +2.1% | 12,548 | -6.9% | 0.02% | 0.0% |
| Q4 2020 | $894,000 | -20.9% | 13,479 | -26.3% | 0.02% | -80.6% |
| Q3 2020 | $1,130,000 | -11.3% | 18,297 | -12.8% | 0.09% | -21.2% |
| Q2 2020 | $1,274,000 | +17.6% | 20,980 | -0.8% | 0.12% | -11.3% |
| Q1 2020 | $1,083,000 | -22.0% | 21,142 | +7.2% | 0.13% | -4.3% |
| Q4 2019 | $1,388,000 | +4.4% | 19,719 | 0.0% | 0.14% | -14.2% |
| Q3 2019 | $1,329,000 | +2.1% | 19,719 | +0.3% | 0.16% | -3.6% |
| Q2 2019 | $1,302,000 | -5.1% | 19,668 | -8.3% | 0.17% | -13.4% |
| Q1 2019 | $1,372,000 | +15.0% | 21,450 | +1.9% | 0.19% | -0.5% |
| Q4 2018 | $1,193,000 | -21.5% | 21,057 | -12.2% | 0.20% | -11.0% |
| Q3 2018 | $1,519,000 | +5.4% | 23,987 | +5.2% | 0.22% | -13.4% |
| Q2 2018 | $1,441,000 | +33.1% | 22,791 | +32.1% | 0.25% | +24.6% |
| Q1 2018 | $1,083,000 | -0.6% | 17,249 | +0.8% | 0.20% | +1.5% |
| Q4 2017 | $1,090,000 | +4.1% | 17,117 | +6.2% | 0.20% | -13.8% |
| Q3 2017 | $1,047,000 | +3.3% | 16,121 | -1.1% | 0.23% | -6.8% |
| Q2 2017 | $1,014,000 | +6.7% | 16,298 | +8.7% | 0.25% | -5.0% |
| Q1 2017 | $950,000 | +15.7% | 14,999 | +4.5% | 0.26% | -4.4% |
| Q4 2016 | $821,000 | -2.1% | 14,359 | -7.9% | 0.27% | -23.9% |
| Q3 2016 | $839,000 | -5.9% | 15,585 | -11.8% | 0.36% | +3.2% |
| Q2 2016 | $892,000 | +17.8% | 17,667 | +21.2% | 0.35% | +6.4% |
| Q1 2016 | $757,000 | +12.3% | 14,578 | +17.0% | 0.33% | +5.8% |
| Q4 2015 | $674,000 | – | 12,460 | – | 0.31% | – |
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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% |