WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 189 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,000 | -3.5% | 4,000 | +100.0% | 0.01% | 0.0% |
| Q2 2023 | $163,740 | -0.4% | 2,000 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $164,420 | +1726.9% | 2,000 | +1624.1% | 0.01% | – |
| Q1 2022 | $9,000 | 0.0% | 116 | 0.0% | 0.00% | – |
| Q4 2021 | $9,000 | 0.0% | 116 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 116 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | +12.5% | 116 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | -33.3% | 116 | -44.2% | 0.00% | -100.0% |
| Q2 2020 | $12,000 | -87.1% | 208 | -88.6% | 0.00% | -87.5% |
| Q1 2020 | $93,000 | -75.9% | 1,824 | -66.7% | 0.01% | -72.4% |
| Q4 2019 | $386,000 | -55.7% | 5,470 | -57.8% | 0.03% | -61.3% |
| Q3 2019 | $872,000 | -8.4% | 12,957 | -10.0% | 0.08% | -19.4% |
| Q2 2019 | $952,000 | -3.0% | 14,392 | -6.2% | 0.09% | -15.5% |
| Q1 2019 | $981,000 | +16.1% | 15,345 | +2.4% | 0.11% | -6.8% |
| Q4 2018 | $845,000 | -14.0% | 14,981 | -3.6% | 0.12% | -3.3% |
| Q3 2018 | $982,000 | +1.2% | 15,540 | +1.1% | 0.12% | -12.2% |
| Q2 2018 | $970,000 | -5.7% | 15,373 | -6.3% | 0.14% | -13.7% |
| Q1 2018 | $1,029,000 | -22.7% | 16,414 | -21.4% | 0.16% | -26.1% |
| Q4 2017 | $1,331,000 | -5.5% | 20,887 | -4.0% | 0.22% | -9.9% |
| Q3 2017 | $1,408,000 | +1.4% | 21,767 | -2.7% | 0.24% | -7.6% |
| Q2 2017 | $1,388,000 | -37.2% | 22,382 | -33.7% | 0.26% | +19.1% |
| Q1 2017 | $2,210,000 | +179.7% | 33,748 | +145.2% | 0.22% | +18.3% |
| Q4 2016 | $790,000 | – | 13,762 | – | 0.19% | – |
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% |