WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 277 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,369 | -3.5% | 1,022 | +100.0% | 0.04% | +25.0% |
| Q2 2023 | $41,836 | -0.4% | 511 | 0.0% | 0.03% | -12.5% |
| Q1 2023 | $42,009 | -0.9% | 511 | -15.7% | 0.03% | +3.2% |
| Q4 2022 | $42,396 | +11.6% | 606 | 0.0% | 0.03% | +3.3% |
| Q3 2022 | $38,000 | -2.6% | 606 | 0.0% | 0.03% | +11.1% |
| Q2 2022 | $39,000 | -13.3% | 606 | 0.0% | 0.03% | -10.0% |
| Q1 2022 | $45,000 | -8.2% | 606 | 0.0% | 0.03% | +7.1% |
| Q4 2021 | $49,000 | +6.5% | 606 | 0.0% | 0.03% | -6.7% |
| Q3 2021 | $46,000 | 0.0% | 606 | 0.0% | 0.03% | +3.4% |
| Q2 2021 | $46,000 | -9.8% | 606 | -12.9% | 0.03% | -19.4% |
| Q1 2021 | $51,000 | -50.0% | 696 | -54.7% | 0.04% | -54.4% |
| Q4 2020 | $102,000 | +6.2% | 1,537 | 0.0% | 0.08% | -11.2% |
| Q3 2020 | $96,000 | -10.3% | 1,537 | -11.5% | 0.09% | -21.2% |
| Q2 2020 | $107,000 | -9.3% | 1,737 | 0.0% | 0.11% | +6.6% |
| Q1 2020 | $118,000 | -32.2% | 1,737 | -29.4% | 0.11% | -16.5% |
| Q4 2019 | $174,000 | -15.9% | 2,462 | -21.1% | 0.13% | -0.8% |
| Q2 2019 | $207,000 | -25.8% | 3,121 | -28.6% | 0.13% | -23.4% |
| Q1 2019 | $279,000 | +20.3% | 4,373 | +19.2% | 0.17% | +3.7% |
| Q4 2018 | $232,000 | 0.0% | 3,668 | 0.0% | 0.16% | 0.0% |
| Q3 2018 | $232,000 | +5.9% | 3,668 | +5.1% | 0.16% | -23.3% |
| Q2 2018 | $219,000 | – | 3,490 | – | 0.21% | – |
Download | ||||||
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% |