Intellectus Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 229 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Intellectus Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$833,000
-7.2%
12,569
-13.5%
0.25%
-26.5%
Q3 2020$898,000
-13.7%
14,535
-15.2%
0.34%
-15.9%
Q2 2020$1,040,000
+9.9%
17,131
-7.2%
0.40%
-10.6%
Q1 2020$946,000
-46.0%
18,460
-25.6%
0.45%
-36.7%
Q4 2019$1,751,000
-3.1%
24,806
-7.6%
0.71%
-10.3%
Q3 2019$1,807,000
-20.9%
26,857
-22.2%
0.79%
-19.6%
Q2 2019$2,284,000
+0.2%
34,520
-3.3%
0.99%
+0.7%
Q1 2019$2,280,000
-24.3%
35,683
-25.1%
0.98%
-6.7%
Q3 2018$3,013,000
+3.4%
47,654
+3.2%
1.05%
-1.0%
Q2 2018$2,915,000
+0.1%
46,162
-0.6%
1.06%
+6.3%
Q1 2018$2,912,000
+20.1%
46,421
+22.0%
1.00%
+10.5%
Q4 2017$2,424,000
-11.8%
38,048
-10.4%
0.90%
-20.5%
Q3 2017$2,747,000
+9.6%
42,457
+5.6%
1.14%
+0.8%
Q2 2017$2,507,000
+94.6%
40,216
+96.1%
1.13%
+72.4%
Q1 2017$1,288,000
+17.7%
20,511
+7.6%
0.66%
+15.1%
Q4 2016$1,094,00019,0620.57%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$27,430,00037.06%
Financial Advantage, Inc. 161,004$9,087,0007.42%
Permanens Capital L.P. 215,425$12,159,0004.58%
Intercontinental Wealth Advisors, LLC 129,745$7,323,0004.09%
Evolution Wealth Advisors, LLC 132,054$7,453,0003.40%
Clearwater Capital Advisors, LLC 273,496$15,436,0003.38%
Janney Capital Management LLC 1,046,878$59,086,0003.19%
TPG Financial Advisors, LLC 47,112$2,659,0002.89%
GenTrust, LLC 283,460$15,998,0002.86%
Itau Unibanco Holding S.A. 1,032,543$58,277,0002.64%
View complete list of WISDOMTREE TR shareholders