WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 204 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $715,661 | +23.9% | 18,118 | +156.8% | 0.20% | +23.6% |
| Q2 2023 | $577,511 | -17.3% | 7,054 | -17.0% | 0.16% | -24.1% |
| Q1 2023 | $698,621 | +15.4% | 8,498 | -1.8% | 0.21% | +5.0% |
| Q4 2022 | $605,364 | +21.1% | 8,653 | +7.6% | 0.20% | +16.1% |
| Q3 2022 | $500,000 | -4.2% | 8,045 | +1.0% | 0.17% | +7.4% |
| Q2 2022 | $522,000 | -2.1% | 7,968 | +9.9% | 0.16% | +11.0% |
| Q1 2022 | $533,000 | +4.9% | 7,247 | +14.4% | 0.15% | +11.5% |
| Q4 2021 | $508,000 | +10.0% | 6,336 | +4.3% | 0.13% | -11.5% |
| Q3 2021 | $462,000 | +5.5% | 6,077 | +5.8% | 0.15% | -6.3% |
| Q2 2021 | $438,000 | – | 5,746 | – | 0.16% | – |
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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% |