AE Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 248 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 56.02 and the average weighting 0.4%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,220,085
+14.5%
106,838
+137.4%
0.02%
+13.6%
Q2 2023$3,684,893
+13.0%
45,009
+13.5%
0.02%
+4.8%
Q1 2023$3,260,274
+16.0%
39,658
-1.3%
0.02%
+5.0%
Q4 2022$2,810,285
+23.6%
40,170
+9.9%
0.02%
+11.1%
Q3 2022$2,273,000
+1.0%
36,548
+6.4%
0.02%0.0%
Q2 2022$2,251,000
-8.9%
34,349
+2.3%
0.02%
+5.9%
Q1 2022$2,472,000
+0.9%
33,591
+9.9%
0.02%0.0%
Q4 2021$2,449,000
+16.2%
30,554
+10.3%
0.02%0.0%
Q3 2021$2,107,000
+11.5%
27,708
+11.8%
0.02%
+6.2%
Q2 2021$1,889,000
+12.2%
24,773
+7.1%
0.02%
-5.9%
Q1 2021$1,683,000
+127.4%
23,132
+107.2%
0.02%
+112.5%
Q4 2020$740,000
+145.8%
11,164
+128.7%
0.01%
+100.0%
Q3 2020$301,000
+4.2%
4,882
+2.6%
0.00%0.0%
Q2 2020$289,000
-92.7%
4,758
-93.8%
0.00%
-95.6%
Q1 2020$3,933,000
-37.8%
76,762
-14.4%
0.09%
-34.3%
Q4 2019$6,327,000
+23.9%
89,636
+18.1%
0.14%
-7.4%
Q3 2019$5,107,000
-3.5%
75,890
-5.1%
0.15%
-6.9%
Q2 2019$5,290,000
+73.0%
79,951
+67.1%
0.16%
-25.0%
Q1 2019$3,058,000
+169.7%
47,850
+138.2%
0.21%
+9.3%
Q4 2018$1,134,000
-67.2%
20,084
-63.3%
0.19%
+2.1%
Q3 2018$3,455,000
+86.1%
54,653
+85.8%
0.19%
+50.8%
Q2 2018$1,857,000
+7.5%
29,409
+6.7%
0.13%
-5.3%
Q1 2018$1,728,00027,5510.13%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
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