WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 178 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,492 | -78.4% | 6,696 | -55.3% | 0.01% | -79.2% |
| Q2 2023 | $1,226,331 | +324.3% | 14,979 | +326.0% | 0.05% | +300.0% |
| Q1 2023 | $289,050 | +17.5% | 3,516 | 0.0% | 0.01% | +9.1% |
| Q4 2022 | $245,979 | +7.4% | 3,516 | -4.4% | 0.01% | 0.0% |
| Q3 2022 | $229,000 | -11.6% | 3,679 | -7.1% | 0.01% | -8.3% |
| Q2 2022 | $259,000 | -19.8% | 3,959 | -1.7% | 0.01% | -7.7% |
| Q4 2021 | $323,000 | +4.2% | 4,029 | -1.1% | 0.01% | -13.3% |
| Q3 2021 | $310,000 | -0.6% | 4,074 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $312,000 | – | 4,074 | – | 0.02% | – |
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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% |