WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 180 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,149 | -3.5% | 9,649 | +100.0% | 0.01% | 0.0% |
| Q2 2023 | $394,946 | -12.9% | 4,824 | -12.5% | 0.01% | -14.3% |
| Q1 2023 | $453,462 | +17.5% | 5,516 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $385,892 | +12.5% | 5,516 | +0.0% | 0.01% | +16.7% |
| Q3 2022 | $343,000 | +2.4% | 5,515 | +7.9% | 0.01% | 0.0% |
| Q2 2022 | $335,000 | -11.1% | 5,109 | -0.3% | 0.01% | 0.0% |
| Q1 2022 | $377,000 | -8.3% | 5,122 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $411,000 | +5.4% | 5,122 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $390,000 | -0.3% | 5,122 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $391,000 | -100.0% | 5,122 | -67.7% | 0.01% | -30.0% |
| Q1 2021 | $1,153,752,000 | +367336.9% | 15,856 | +235.0% | 0.01% | +42.9% |
| Q4 2020 | $314,000 | +9.4% | 4,733 | +1.8% | 0.01% | 0.0% |
| Q3 2020 | $287,000 | -9.5% | 4,651 | -10.9% | 0.01% | -22.2% |
| Q2 2020 | $317,000 | -37.7% | 5,222 | -47.5% | 0.01% | -52.6% |
| Q1 2020 | $509,000 | -66.9% | 9,951 | -54.3% | 0.02% | -57.8% |
| Q4 2019 | $1,538,000 | +9.0% | 21,788 | +3.8% | 0.04% | -6.2% |
| Q3 2019 | $1,411,000 | +53.9% | 20,983 | +51.3% | 0.05% | +41.2% |
| Q2 2019 | $917,000 | +6.6% | 13,871 | +3.0% | 0.03% | -5.6% |
| Q1 2019 | $860,000 | +45.3% | 13,464 | +28.3% | 0.04% | +24.1% |
| Q4 2018 | $592,000 | -20.7% | 10,494 | -11.1% | 0.03% | -19.4% |
| Q3 2018 | $747,000 | -13.3% | 11,809 | -13.5% | 0.04% | -29.4% |
| Q2 2018 | $862,000 | -51.6% | 13,648 | -51.9% | 0.05% | -58.2% |
| Q1 2018 | $1,780,000 | +60.5% | 28,381 | +63.0% | 0.12% | +43.5% |
| Q4 2017 | $1,109,000 | +30.3% | 17,412 | +32.3% | 0.08% | -2.3% |
| Q3 2017 | $851,000 | +8.7% | 13,157 | +4.7% | 0.09% | -1.1% |
| Q2 2017 | $783,000 | -0.8% | 12,563 | 0.0% | 0.09% | -26.1% |
| Q1 2017 | $789,000 | – | 12,563 | – | 0.12% | – |
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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% |