WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,365 | -3.5% | 10,870 | +100.0% | 0.04% | +2.4% |
| Q2 2023 | $444,963 | -0.4% | 5,435 | 0.0% | 0.04% | -24.1% |
| Q1 2023 | $446,811 | +38.8% | 5,435 | +18.2% | 0.05% | -22.9% |
| Q4 2022 | $321,816 | +12.5% | 4,600 | 0.0% | 0.07% | -10.3% |
| Q3 2022 | $286,000 | -5.0% | 4,600 | 0.0% | 0.08% | -4.9% |
| Q2 2022 | $301,000 | -11.2% | 4,600 | 0.0% | 0.08% | +1.2% |
| Q1 2022 | $339,000 | -8.1% | 4,600 | 0.0% | 0.08% | -19.0% |
| Q4 2021 | $369,000 | +5.4% | 4,600 | 0.0% | 0.10% | -44.1% |
| Q3 2021 | $350,000 | -0.3% | 4,600 | 0.0% | 0.18% | -1.1% |
| Q2 2021 | $351,000 | +4.8% | 4,600 | 0.0% | 0.18% | -1.6% |
| Q1 2021 | $335,000 | +9.8% | 4,600 | 0.0% | 0.18% | +4.5% |
| Q4 2020 | $305,000 | +7.4% | 4,600 | 0.0% | 0.18% | -5.4% |
| Q3 2020 | $284,000 | +1.8% | 4,600 | 0.0% | 0.19% | -7.9% |
| Q2 2020 | $279,000 | +18.2% | 4,600 | 0.0% | 0.20% | +33.8% |
| Q1 2020 | $236,000 | -27.4% | 4,600 | 0.0% | 0.15% | +4.9% |
| Q4 2019 | $325,000 | +4.8% | 4,600 | 0.0% | 0.14% | -6.5% |
| Q3 2019 | $310,000 | +2.0% | 4,600 | 0.0% | 0.15% | -4.3% |
| Q2 2019 | $304,000 | +3.4% | 4,600 | 0.0% | 0.16% | -2.4% |
| Q1 2019 | $294,000 | +13.1% | 4,600 | 0.0% | 0.16% | -12.7% |
| Q4 2018 | $260,000 | – | 4,600 | – | 0.19% | – |
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% |