WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 190 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 4.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,112 | -3.6% | 53,462 | +99.7% | 0.00% | 0.0% |
Q2 2023 | $2,191 | -3.0% | 26,765 | -2.6% | 0.00% | -20.0% |
Q1 2023 | $2,259 | +9.4% | 27,486 | -6.9% | 0.01% | 0.0% |
Q4 2022 | $2,064 | -99.9% | 29,513 | +1.0% | 0.01% | 0.0% |
Q3 2022 | $1,818,000 | -10.0% | 29,228 | -5.2% | 0.01% | 0.0% |
Q2 2022 | $2,020,000 | -13.5% | 30,833 | -2.9% | 0.01% | 0.0% |
Q1 2022 | $2,336,000 | -12.5% | 31,746 | -4.7% | 0.01% | -16.7% |
Q4 2021 | $2,669,000 | +0.8% | 33,307 | -4.4% | 0.01% | -14.3% |
Q3 2021 | $2,649,000 | -4.0% | 34,839 | -3.8% | 0.01% | 0.0% |
Q2 2021 | $2,760,000 | +0.6% | 36,199 | -4.0% | 0.01% | -12.5% |
Q1 2021 | $2,744,000 | +0.1% | 37,718 | -8.8% | 0.01% | 0.0% |
Q4 2020 | $2,741,000 | -18.3% | 41,354 | -24.0% | 0.01% | -27.3% |
Q3 2020 | $3,357,000 | -24.0% | 54,378 | -25.3% | 0.01% | -35.3% |
Q2 2020 | $4,418,000 | -8.4% | 72,780 | -22.7% | 0.02% | -22.7% |
Q1 2020 | $4,821,000 | -32.6% | 94,105 | -7.1% | 0.02% | -18.5% |
Q4 2019 | $7,149,000 | +61.9% | 101,280 | +54.3% | 0.03% | +42.1% |
Q3 2019 | $4,416,000 | +7.2% | 65,635 | +5.4% | 0.02% | +5.6% |
Q2 2019 | $4,119,000 | -33.2% | 62,257 | -35.5% | 0.02% | -35.7% |
Q1 2019 | $6,165,000 | +18.4% | 96,466 | +4.5% | 0.03% | 0.0% |
Q4 2018 | $5,208,000 | -22.2% | 92,283 | -12.8% | 0.03% | -12.5% |
Q3 2018 | $6,693,000 | +0.5% | 105,876 | +0.4% | 0.03% | -8.6% |
Q2 2018 | $6,657,000 | -1.2% | 105,433 | -1.9% | 0.04% | -5.4% |
Q1 2018 | $6,741,000 | -8.6% | 107,489 | -7.1% | 0.04% | -7.5% |
Q4 2017 | $7,375,000 | – | 115,763 | – | 0.04% | – |
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% |