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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,089,550 | -3.5% | 432,647 | +100.1% | 0.00% | 0.0% |
| Q2 2023 | $17,705,650 | -49.9% | 216,265 | -49.7% | 0.00% | -50.0% |
| Q1 2023 | $35,362,370 | +139.2% | 430,146 | +103.6% | 0.00% | +100.0% |
| Q4 2022 | $14,783,877 | +12.6% | 211,319 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $13,132,000 | -5.3% | 211,126 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $13,863,000 | -83.4% | 211,528 | -81.3% | 0.00% | -85.7% |
| Q1 2022 | $83,462,000 | -8.1% | 1,134,146 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $90,856,000 | +5.4% | 1,133,438 | +0.0% | 0.01% | 0.0% |
| Q3 2021 | $86,197,000 | -0.2% | 1,133,275 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $86,375,000 | -16.9% | 1,132,789 | -20.7% | 0.01% | -22.2% |
| Q1 2021 | $103,979,000 | +9.8% | 1,429,066 | +0.0% | 0.01% | +12.5% |
| Q4 2020 | $94,731,000 | +7.4% | 1,428,819 | -0.0% | 0.01% | -11.1% |
| Q3 2020 | $88,237,000 | +1.6% | 1,428,933 | -0.1% | 0.01% | -10.0% |
| Q2 2020 | $86,859,000 | +18.6% | 1,430,720 | +0.1% | 0.01% | 0.0% |
| Q1 2020 | $73,224,000 | -43.7% | 1,429,053 | -22.4% | 0.01% | -28.6% |
| Q4 2019 | $129,985,000 | +4.9% | 1,841,414 | -0.0% | 0.01% | -6.7% |
| Q3 2019 | $123,916,000 | +1.7% | 1,841,518 | +0.0% | 0.02% | +7.1% |
| Q2 2019 | $121,843,000 | -0.5% | 1,841,368 | -3.9% | 0.01% | -6.7% |
| Q1 2019 | $122,478,000 | +13.3% | 1,916,408 | +0.0% | 0.02% | 0.0% |
| Q4 2018 | $108,134,000 | -10.7% | 1,915,918 | +0.0% | 0.02% | +7.1% |
| Q3 2018 | $121,124,000 | +0.1% | 1,915,910 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $120,971,000 | -20.1% | 1,915,910 | -20.7% | 0.01% | -22.2% |
| Q1 2018 | $151,459,000 | -40.6% | 2,414,840 | -39.6% | 0.02% | -40.0% |
| Q4 2017 | $254,885,000 | -8.4% | 4,000,701 | -6.9% | 0.03% | -11.8% |
| Q3 2017 | $278,125,000 | +4.3% | 4,298,695 | +0.5% | 0.03% | +3.0% |
| Q2 2017 | $266,618,000 | -0.8% | 4,277,529 | 0.0% | 0.03% | -2.9% |
| Q1 2017 | $268,672,000 | -12.9% | 4,277,529 | -20.4% | 0.03% | -17.1% |
| Q4 2016 | $308,459,000 | +3.1% | 5,373,849 | -3.5% | 0.04% | +2.5% |
| Q3 2016 | $299,200,000 | +6.4% | 5,567,551 | 0.0% | 0.04% | +5.3% |
| Q2 2016 | $281,328,000 | -2.7% | 5,567,551 | 0.0% | 0.04% | -5.0% |
| Q1 2016 | $289,067,000 | -3.1% | 5,567,551 | +0.5% | 0.04% | 0.0% |
| Q4 2015 | $298,197,000 | +0.5% | 5,541,663 | +2.1% | 0.04% | -4.8% |
| Q3 2015 | $296,763,000 | -15.0% | 5,430,250 | -4.2% | 0.04% | -6.7% |
| Q2 2015 | $349,279,000 | -6.0% | 5,671,041 | +0.9% | 0.04% | -4.3% |
| Q1 2015 | $371,708,000 | +130.4% | 5,620,008 | +93.8% | 0.05% | +123.8% |
| Q4 2014 | $161,315,000 | – | 2,900,308 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 486,000 | $32,703,000 | 33.04% |
| Financial Advantage, Inc. | 163,718 | $11,016,000 | 7.51% |
| Permanens Capital L.P. | 327,043 | $22,007,000 | 6.16% |
| Premia Global Advisors, LLC | 39,018 | $2,626,000 | 4.53% |
| TPG Financial Advisors, LLC | 55,451 | $3,731,000 | 3.36% |
| GenTrust, LLC | 312,901 | $21,055,000 | 3.31% |
| Astor Investment Management LLC | 254,718 | $17,139,000 | 2.74% |
| BANK OF STOCKTON | 69,279 | $4,661,000 | 2.04% |
| Intercontinental Wealth Advisors, LLC | 43,935 | $2,956,000 | 1.82% |
| Conservest Capital Advisors, Inc. | 185,810 | $12,503,000 | 1.81% |