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 | $2,641,203 | +52.2% | 66,859 | +215.4% | 0.00% | +33.3% |
| Q2 2023 | $1,735,620 | +19.4% | 21,197 | +19.9% | 0.00% | 0.0% |
| Q1 2023 | $1,453,511 | +24.5% | 17,675 | +5.9% | 0.00% | +50.0% |
| Q4 2022 | $1,167,918 | -17.1% | 16,683 | -26.2% | 0.00% | -33.3% |
| Q3 2022 | $1,408,000 | -8.9% | 22,613 | -4.1% | 0.00% | 0.0% |
| Q2 2022 | $1,545,000 | -38.3% | 23,569 | -49.5% | 0.00% | -40.0% |
| Q1 2022 | $2,503,000 | -50.5% | 46,658 | -25.4% | 0.01% | -50.0% |
| Q4 2021 | $5,055,000 | +128.5% | 62,569 | +115.1% | 0.01% | +100.0% |
| Q3 2021 | $2,212,000 | +12.7% | 29,087 | +13.0% | 0.01% | +25.0% |
| Q2 2021 | $1,962,000 | -0.3% | 25,748 | -4.7% | 0.00% | -20.0% |
| Q1 2021 | $1,968,000 | +20.8% | 27,029 | +10.0% | 0.01% | +25.0% |
| Q4 2020 | $1,629,000 | +0.3% | 24,579 | -6.5% | 0.00% | -20.0% |
| Q3 2020 | $1,624,000 | -2.5% | 26,298 | -4.1% | 0.01% | -16.7% |
| Q2 2020 | $1,665,000 | -50.0% | 27,427 | -57.7% | 0.01% | -57.1% |
| Q1 2020 | $3,332,000 | – | 64,793 | – | 0.01% | – |
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% |