WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 183 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $405,000 | -10.8% | 6,175 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $454,000 | -8.3% | 6,175 | 0.0% | 0.02% | -18.2% |
| Q4 2021 | $495,000 | +5.4% | 6,175 | 0.0% | 0.02% | +15.8% |
| Q3 2021 | $469,671 | -0.2% | 6,175 | 0.0% | 0.02% | -9.5% |
| Q2 2021 | $470,844 | +4.8% | 6,175 | 0.0% | 0.02% | -12.5% |
| Q1 2021 | $449,293 | +9.7% | 6,175 | 0.0% | 0.02% | +4.3% |
| Q4 2020 | $409,403 | +7.4% | 6,175 | 0.0% | 0.02% | -8.0% |
| Q3 2020 | $381,306 | +1.7% | 6,175 | 0.0% | 0.02% | -13.8% |
| Q2 2020 | $374,884 | +18.5% | 6,175 | 0.0% | 0.03% | -9.4% |
| Q1 2020 | $316,407 | -27.4% | 6,175 | 0.0% | 0.03% | -17.9% |
| Q4 2019 | $435,893 | +4.9% | 6,175 | 0.0% | 0.04% | -4.9% |
| Q3 2019 | $415,516 | +1.7% | 6,175 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $408,600 | +3.5% | 6,175 | 0.0% | 0.04% | -6.8% |
| Q1 2019 | $394,644 | +13.2% | 6,175 | 0.0% | 0.04% | -2.2% |
| Q4 2018 | $348,517 | -10.7% | 6,175 | 0.0% | 0.04% | +4.7% |
| Q3 2018 | $390,384 | +0.1% | 6,175 | 0.0% | 0.04% | -6.5% |
| Q2 2018 | $389,890 | +0.7% | 6,175 | 0.0% | 0.05% | -2.1% |
| Q1 2018 | $387,296 | +504.6% | 6,175 | +523.7% | 0.05% | +487.5% |
| Q3 2017 | $64,053 | – | 990 | – | 0.01% | – |
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% |