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 | $283,137 | +344.7% | 7,168 | +616.1% | 0.00% | – |
| Q2 2023 | $63,664 | +715.2% | 1,001 | +953.7% | 0.00% | – |
| Q1 2023 | $7,810 | -98.2% | 95 | -98.5% | 0.00% | -100.0% |
| Q4 2022 | $430,814 | -73.0% | 6,158 | -76.0% | 0.00% | -77.8% |
| Q3 2022 | $1,595,000 | -41.4% | 25,643 | -38.3% | 0.01% | -55.0% |
| Q2 2022 | $2,722,000 | -8.0% | 41,538 | +3.3% | 0.02% | -20.0% |
| Q1 2022 | $2,959,000 | -21.7% | 40,216 | -14.7% | 0.02% | -13.8% |
| Q4 2021 | $3,777,000 | +125.1% | 47,122 | +113.6% | 0.03% | +38.1% |
| Q3 2021 | $1,678,000 | +128.6% | 22,062 | +129.1% | 0.02% | +162.5% |
| Q2 2021 | $734,000 | -71.2% | 9,630 | -72.5% | 0.01% | -80.0% |
| Q1 2021 | $2,547,000 | +424.1% | 35,000 | +377.2% | 0.04% | +471.4% |
| Q4 2020 | $486,000 | +9.5% | 7,335 | -15.3% | 0.01% | -61.1% |
| Q1 2020 | $444,000 | -87.0% | 8,663 | -82.1% | 0.02% | -83.2% |
| Q4 2019 | $3,415,000 | – | 48,379 | – | 0.11% | – |
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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% |