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 | $1,241,880 | -3.5% | 31,440 | +100.0% | 0.08% | -7.7% |
Q2 2023 | $1,286,996 | -0.4% | 15,720 | 0.0% | 0.09% | -8.1% |
Q1 2023 | $1,292,341 | +17.7% | 15,720 | +0.2% | 0.10% | -7.5% |
Q4 2022 | $1,097,812 | +154.7% | 15,692 | +125.9% | 0.11% | +137.8% |
Q3 2022 | $431,000 | +94.1% | 6,945 | +104.6% | 0.04% | +114.3% |
Q2 2022 | $222,000 | -95.3% | 3,395 | -95.6% | 0.02% | -98.2% |
Q3 2020 | $4,768,000 | – | 77,220 | – | 1.17% | – |
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% |