WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,084 | -3.5% | 11,192 | +100.0% | 0.04% | -8.7% |
| Q2 2023 | $458,145 | -0.4% | 5,596 | 0.0% | 0.05% | -8.0% |
| Q1 2023 | $460,047 | +18.0% | 5,596 | +0.4% | 0.05% | +6.4% |
| Q4 2022 | $389,817 | +12.3% | 5,572 | 0.0% | 0.05% | +4.4% |
| Q3 2022 | $347,000 | -15.2% | 5,572 | -10.7% | 0.04% | -13.5% |
| Q2 2022 | $409,000 | +15.5% | 6,240 | +29.7% | 0.05% | +48.6% |
| Q1 2022 | $354,000 | -33.8% | 4,812 | -27.9% | 0.04% | -37.5% |
| Q4 2021 | $535,000 | +36.8% | 6,670 | +29.6% | 0.06% | +16.7% |
| Q3 2021 | $391,000 | +50.4% | 5,147 | +51.0% | 0.05% | +37.1% |
| Q2 2021 | $260,000 | +1.2% | 3,408 | -3.3% | 0.04% | -10.3% |
| Q1 2021 | $257,000 | +13.7% | 3,526 | +3.5% | 0.04% | 0.0% |
| Q4 2020 | $226,000 | +4.1% | 3,408 | -2.9% | 0.04% | -7.1% |
| Q3 2020 | $217,000 | +1.9% | 3,509 | 0.0% | 0.04% | -14.3% |
| Q2 2020 | $213,000 | – | 3,509 | – | 0.05% | – |
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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% |