WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $359,755 | -17.3% | 9,108 | +71.5% | 0.02% | -10.5% |
Q2 2023 | $434,798 | +28.9% | 5,311 | +29.4% | 0.02% | +26.7% |
Q1 2023 | $337,424 | +38.1% | 4,104 | +17.5% | 0.02% | +25.0% |
Q4 2022 | $244,329 | -16.9% | 3,492 | -26.1% | 0.01% | -29.4% |
Q3 2022 | $294,000 | +4.6% | 4,727 | +10.4% | 0.02% | 0.0% |
Q2 2022 | $281,000 | -4.4% | 4,282 | +7.1% | 0.02% | -5.6% |
Q1 2022 | $294,000 | +21.0% | 3,997 | +31.8% | 0.02% | +20.0% |
Q4 2021 | $243,000 | -6.5% | 3,033 | -11.4% | 0.02% | -11.8% |
Q3 2021 | $260,000 | +185.7% | 3,424 | +174.4% | 0.02% | +142.9% |
Q1 2021 | $91,000 | +24.7% | 1,248 | -12.2% | 0.01% | -36.4% |
Q1 2020 | $73,000 | -20.7% | 1,421 | +8.5% | 0.01% | -8.3% |
Q4 2019 | $92,000 | +4.5% | 1,310 | 0.0% | 0.01% | -7.7% |
Q3 2019 | $88,000 | -20.0% | 1,310 | -21.4% | 0.01% | -23.5% |
Q2 2019 | $110,000 | +31.0% | 1,666 | +27.5% | 0.02% | +21.4% |
Q1 2019 | $84,000 | +18.3% | 1,307 | +4.0% | 0.01% | 0.0% |
Q4 2018 | $71,000 | -18.4% | 1,257 | -9.2% | 0.01% | -12.5% |
Q3 2018 | $87,000 | +19.2% | 1,384 | +19.9% | 0.02% | +14.3% |
Q2 2018 | $73,000 | +1.4% | 1,154 | 0.0% | 0.01% | -12.5% |
Q1 2018 | $72,000 | +5.9% | 1,154 | +8.8% | 0.02% | -5.9% |
Q4 2017 | $68,000 | +17.2% | 1,061 | +17.6% | 0.02% | 0.0% |
Q3 2017 | $58,000 | – | 902 | – | 0.02% | – |
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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% |