WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 189 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,124 | -3.5% | 712 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $29,146 | -0.4% | 356 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $29,267 | +318.1% | 356 | +229.6% | 0.00% | – |
| Q3 2022 | $7,000 | -76.7% | 108 | -76.7% | 0.00% | -100.0% |
| Q2 2022 | $30,000 | -50.0% | 464 | -43.4% | 0.00% | -50.0% |
| Q1 2022 | $60,000 | -9.1% | 820 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $66,000 | +6.5% | 820 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $62,000 | -1.6% | 820 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $63,000 | +5.0% | 820 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $60,000 | – | 820 | – | 0.00% | – |
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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% |