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 | $33,575 | -3.5% | 850 | +100.0% | 0.00% | – |
| Q2 2023 | $34,795 | -0.4% | 425 | 0.0% | 0.00% | – |
| Q1 2023 | $34,939 | -1.9% | 425 | -16.5% | 0.00% | – |
| Q4 2022 | $35,610 | +612.2% | 509 | +506.0% | 0.00% | – |
| Q3 2022 | $5,000 | -16.7% | 84 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 84 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 84 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | -81.1% | 84 | -82.6% | 0.00% | – |
| Q3 2021 | $37,000 | 0.0% | 484 | 0.0% | 0.00% | – |
| Q2 2021 | $37,000 | +5.7% | 484 | 0.0% | 0.00% | – |
| Q1 2021 | $35,000 | +6.1% | 484 | -4.0% | 0.00% | – |
| Q4 2020 | $33,000 | -10.8% | 504 | -15.4% | 0.00% | – |
| Q3 2020 | $37,000 | +2.8% | 596 | 0.0% | 0.00% | – |
| Q2 2020 | $36,000 | -44.6% | 596 | -52.7% | 0.00% | – |
| Q1 2020 | $65,000 | -28.6% | 1,260 | -2.3% | 0.00% | – |
| Q4 2019 | $91,000 | +4.6% | 1,290 | 0.0% | 0.00% | – |
| Q3 2019 | $87,000 | -50.3% | 1,290 | -51.1% | 0.00% | – |
| Q2 2019 | $175,000 | +2.3% | 2,640 | -1.4% | 0.00% | – |
| Q1 2019 | $171,000 | -21.6% | 2,678 | -30.8% | 0.00% | -100.0% |
| Q4 2018 | $218,000 | -57.2% | 3,868 | -52.0% | 0.00% | 0.0% |
| Q3 2018 | $509,000 | -4.5% | 8,057 | -4.5% | 0.00% | -50.0% |
| Q2 2018 | $533,000 | +47.2% | 8,437 | +46.3% | 0.00% | +100.0% |
| Q1 2018 | $362,000 | -60.0% | 5,767 | -59.4% | 0.00% | -66.7% |
| Q4 2017 | $904,000 | +37.4% | 14,197 | +39.4% | 0.00% | +50.0% |
| Q3 2017 | $658,000 | +8.4% | 10,182 | +4.5% | 0.00% | 0.0% |
| Q2 2017 | $607,000 | +49.5% | 9,742 | +50.6% | 0.00% | +100.0% |
| Q1 2017 | $406,000 | +38.6% | 6,470 | +26.9% | 0.00% | 0.0% |
| Q4 2016 | $293,000 | -38.1% | 5,099 | -42.1% | 0.00% | -50.0% |
| Q3 2016 | $473,000 | +4.9% | 8,810 | -1.3% | 0.00% | 0.0% |
| Q2 2016 | $451,000 | -9.6% | 8,929 | -7.3% | 0.00% | 0.0% |
| Q1 2016 | $499,000 | -71.7% | 9,633 | -70.6% | 0.00% | -71.4% |
| Q4 2015 | $1,762,000 | -5.8% | 32,736 | -4.4% | 0.01% | -12.5% |
| Q3 2015 | $1,871,000 | -12.5% | 34,234 | -1.5% | 0.01% | 0.0% |
| Q2 2015 | $2,139,000 | +1.5% | 34,745 | +9.0% | 0.01% | 0.0% |
| Q1 2015 | $2,108,000 | +94.1% | 31,870 | +63.2% | 0.01% | +100.0% |
| Q4 2014 | $1,086,000 | +21620.0% | 19,530 | +24312.5% | 0.00% | – |
| Q3 2014 | $5,000 | – | 80 | – | 0.00% | – |
Download | ||||||
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% |