WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 183 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,926,336 | -9.1% | 48,768 | +84.8% | 0.24% | -5.4% |
| Q2 2023 | $2,119,507 | -2.3% | 26,385 | 0.0% | 0.26% | -6.5% |
| Q1 2023 | $2,169,111 | +7.3% | 26,385 | -8.7% | 0.28% | +2.6% |
| Q4 2022 | $2,021,000 | +12.5% | 28,885 | 0.0% | 0.27% | +11.2% |
| Q3 2022 | $1,797,000 | -5.1% | 28,885 | 0.0% | 0.24% | +2.6% |
| Q2 2022 | $1,893,000 | -11.0% | 28,885 | 0.0% | 0.24% | +5.9% |
| Q1 2022 | $2,126,000 | -8.2% | 28,885 | 0.0% | 0.22% | -0.4% |
| Q4 2021 | $2,315,000 | – | 28,885 | – | 0.22% | – |
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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% |