WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 284 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 8.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,387 | -3.9% | 5,706 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $234,545 | 0.0% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $234,545 | +17.5% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $199,595 | +12.8% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $177,000 | -4.8% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $186,000 | -11.0% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $209,000 | -8.3% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $228,000 | -15.9% | 2,853 | -20.3% | 0.00% | 0.0% |
| Q3 2021 | $271,000 | -0.4% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $272,000 | +4.6% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $260,000 | +9.7% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $237,000 | +7.7% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $220,000 | -0.5% | 3,578 | -2.4% | 0.00% | 0.0% |
| Q2 2020 | $221,000 | -14.3% | 3,666 | +0.0% | 0.00% | 0.0% |
| Q1 2020 | $258,000 | 0.0% | 3,665 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $258,000 | -2.6% | 3,665 | -7.1% | 0.00% | 0.0% |
| Q3 2019 | $265,000 | -21.6% | 3,947 | -23.1% | 0.00% | 0.0% |
| Q2 2019 | $338,000 | +2.4% | 5,133 | -0.8% | 0.00% | 0.0% |
| Q1 2019 | $330,000 | +13.4% | 5,177 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $291,000 | -9.3% | 5,177 | +1.5% | 0.00% | 0.0% |
| Q3 2018 | $321,000 | -15.3% | 5,103 | -14.9% | 0.00% | -50.0% |
| Q2 2018 | $379,000 | -42.9% | 5,998 | -42.5% | 0.00% | -33.3% |
| Q1 2018 | $664,000 | 0.0% | 10,436 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $664,000 | -31.3% | 10,436 | -30.3% | 0.00% | -25.0% |
| Q3 2017 | $967,000 | -26.2% | 14,963 | -28.3% | 0.00% | -33.3% |
| Q2 2017 | $1,311,000 | 0.0% | 20,880 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $1,311,000 | -12.4% | 20,880 | -20.0% | 0.01% | -25.0% |
| Q4 2016 | $1,497,000 | -6.1% | 26,110 | -12.1% | 0.01% | -11.1% |
| Q3 2016 | $1,595,000 | -32.8% | 29,703 | -36.8% | 0.01% | -35.7% |
| Q2 2016 | $2,375,000 | -11.2% | 47,023 | -8.8% | 0.01% | -17.6% |
| Q1 2016 | $2,675,000 | -3.5% | 51,540 | +0.0% | 0.02% | -10.5% |
| Q4 2015 | $2,771,000 | -7.7% | 51,515 | -6.2% | 0.02% | -13.6% |
| Q3 2015 | $3,001,000 | +85.9% | 54,935 | +109.6% | 0.02% | +83.3% |
| Q2 2015 | $1,614,000 | +30.1% | 26,210 | +39.6% | 0.01% | +33.3% |
| Q1 2015 | $1,241,000 | +64.8% | 18,774 | +38.6% | 0.01% | +50.0% |
| Q4 2014 | $753,000 | +2589.3% | 13,550 | +2610.0% | 0.01% | – |
| Q3 2014 | $28,000 | – | 500 | – | 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% |