IHT Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 187 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$543,046
-11.2%
13,748
+84.1%
0.03%
-12.5%
Q2 2023$611,485
-3.1%
7,469
-2.7%
0.03%
-11.1%
Q1 2023$631,373
+10.4%
7,680
-6.0%
0.04%0.0%
Q4 2022$571,713
+11.4%
8,172
-0.8%
0.04%
-7.7%
Q3 2022$513,000
-12.8%
8,242
-8.1%
0.04%
-25.0%
Q2 2022$588,000
-11.2%
8,964
-0.4%
0.05%
+4.0%
Q1 2022$662,000
-13.1%
8,996
-5.3%
0.05%
-10.7%
Q4 2021$762,000
-4.6%
9,501
-9.5%
0.06%
-13.8%
Q3 2021$799,000
-37.0%
10,502
-36.9%
0.06%
-18.8%
Q2 2021$1,269,000
-3.1%
16,637
-7.6%
0.08%
-14.9%
Q1 2021$1,309,000
-4.2%
17,997
-12.7%
0.09%
-17.5%
Q4 2020$1,366,000
-8.2%
20,610
-14.5%
0.11%
-23.5%
Q3 2020$1,488,000
+6.9%
24,100
+5.1%
0.15%
-22.0%
Q2 2020$1,392,000
-7.1%
22,935
-21.5%
0.19%
-11.6%
Q1 2020$1,498,000
-28.6%
29,235
-1.6%
0.22%
-12.9%
Q4 2019$2,098,000
+6.1%
29,725
+1.1%
0.25%
-7.8%
Q3 2019$1,978,000
-1.5%
29,398
-3.1%
0.27%
-7.9%
Q2 2019$2,008,000
+2.8%
30,342
-0.8%
0.29%
-10.4%
Q1 2019$1,954,000
+10.5%
30,580
-2.4%
0.33%
-4.4%
Q4 2018$1,769,000
+13.0%
31,340
+26.6%
0.34%
+0.9%
Q3 2018$1,565,000
+12.2%
24,752
+12.1%
0.34%
-5.1%
Q2 2018$1,395,000
+7.8%
22,088
+5.7%
0.36%
+2.6%
Q1 2018$1,294,000
+17.4%
20,898
+24.8%
0.35%
+18.8%
Q4 2017$1,102,000
+7.6%
16,746
+6.1%
0.29%
-33.0%
Q3 2017$1,024,000
+1606.7%
15,778
+8764.0%
0.44%
+1403.4%
Q2 2017$60,000
+1100.0%
1780.0%0.03%
+866.7%
Q1 2017$5,000
-94.0%
178
-87.5%
0.00%
-95.2%
Q4 2016$83,0001,4270.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$32,703,00033.04%
Financial Advantage, Inc. 163,718$11,016,0007.51%
Permanens Capital L.P. 327,043$22,007,0006.16%
Premia Global Advisors, LLC 39,018$2,626,0004.53%
TPG Financial Advisors, LLC 55,451$3,731,0003.36%
GenTrust, LLC 312,901$21,055,0003.31%
Astor Investment Management LLC 254,718$17,139,0002.74%
BANK OF STOCKTON 69,279$4,661,0002.04%
Intercontinental Wealth Advisors, LLC 43,935$2,956,0001.82%
Conservest Capital Advisors, Inc. 185,810$12,503,0001.81%
View complete list of WISDOMTREE TR shareholders