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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $122,805 | -0.4% | 1,500 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $123,315 | +17.5% | 1,500 | 0.0% | 0.02% | +15.4% |
| Q4 2022 | $104,940 | +12.8% | 1,500 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $93,000 | -11.4% | 1,500 | -6.4% | 0.01% | -7.7% |
| Q2 2022 | $105,000 | -46.4% | 1,602 | -39.9% | 0.01% | -38.1% |
| Q1 2022 | $196,000 | -8.4% | 2,664 | 0.0% | 0.02% | -8.7% |
| Q4 2021 | $214,000 | +5.4% | 2,664 | +0.0% | 0.02% | +4.5% |
| Q3 2021 | $203,000 | 0.0% | 2,663 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $203,000 | +2.0% | 2,663 | -2.6% | 0.02% | -4.3% |
| Q1 2021 | $199,000 | +9.9% | 2,733 | -0.1% | 0.02% | -8.0% |
| Q4 2020 | $181,000 | +7.1% | 2,736 | +0.1% | 0.02% | -10.7% |
| Q3 2020 | $169,000 | -0.6% | 2,734 | -2.6% | 0.03% | -6.7% |
| Q2 2020 | $170,000 | +18.1% | 2,807 | +0.1% | 0.03% | +3.4% |
| Q1 2020 | $144,000 | -27.3% | 2,804 | +0.0% | 0.03% | -43.1% |
| Q4 2019 | $198,000 | +4.8% | 2,803 | +0.0% | 0.05% | +6.2% |
| Q3 2019 | $189,000 | +2.2% | 2,802 | +0.2% | 0.05% | -4.0% |
| Q2 2019 | $185,000 | +3.4% | 2,797 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $179,000 | +27.0% | 2,797 | +11.9% | 0.05% | +6.1% |
| Q4 2018 | $141,000 | -10.8% | 2,500 | -0.0% | 0.05% | -3.9% |
| Q3 2018 | $158,000 | 0.0% | 2,501 | 0.0% | 0.05% | -5.6% |
| Q2 2018 | $158,000 | +0.6% | 2,501 | 0.0% | 0.05% | -8.5% |
| Q1 2018 | $157,000 | -1.3% | 2,501 | 0.0% | 0.06% | -16.9% |
| Q4 2017 | $159,000 | -1.9% | 2,501 | 0.0% | 0.07% | -11.2% |
| Q3 2017 | $162,000 | +3.8% | 2,501 | 0.0% | 0.08% | +17.6% |
| Q2 2017 | $156,000 | – | 2,501 | – | 0.07% | – |
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% |