WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 385 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,886 | -8.3% | 9,668 | +90.2% | 0.00% | – |
| Q2 2023 | $416,227 | -0.4% | 5,084 | 0.0% | 0.00% | – |
| Q1 2023 | $417,955 | -10.1% | 5,084 | -23.5% | 0.00% | – |
| Q4 2022 | $464,954 | +12.3% | 6,646 | 0.0% | 0.00% | – |
| Q3 2022 | $414,000 | -4.8% | 6,646 | 0.0% | 0.00% | – |
| Q2 2022 | $435,000 | -15.5% | 6,646 | -5.0% | 0.00% | – |
| Q1 2022 | $515,000 | -8.2% | 6,994 | -0.2% | 0.00% | – |
| Q4 2021 | $561,000 | +40.6% | 7,006 | +33.3% | 0.00% | – |
| Q3 2021 | $399,000 | -6.8% | 5,257 | -6.4% | 0.00% | – |
| Q2 2021 | $428,000 | +4.6% | 5,617 | 0.0% | 0.00% | – |
| Q1 2021 | $409,000 | +2.5% | 5,617 | -7.0% | 0.00% | – |
| Q4 2020 | $399,000 | +10.2% | 6,037 | +3.0% | 0.00% | – |
| Q3 2020 | $362,000 | -4.0% | 5,864 | -5.6% | 0.00% | -100.0% |
| Q2 2020 | $377,000 | +25.2% | 6,211 | +5.9% | 0.00% | – |
| Q1 2020 | $301,000 | -8.0% | 5,864 | +26.8% | 0.00% | – |
| Q4 2019 | $327,000 | +3.5% | 4,623 | -1.6% | 0.00% | – |
| Q3 2019 | $316,000 | -15.1% | 4,698 | -16.6% | 0.00% | – |
| Q2 2019 | $372,000 | +3.6% | 5,633 | +0.0% | 0.00% | – |
| Q1 2019 | $359,000 | +5.0% | 5,631 | -7.0% | 0.00% | – |
| Q4 2018 | $342,000 | -39.5% | 6,056 | -32.4% | 0.00% | -100.0% |
| Q3 2018 | $565,000 | -16.4% | 8,956 | -16.4% | 0.00% | 0.0% |
| Q2 2018 | $676,000 | -11.9% | 10,711 | -12.2% | 0.00% | 0.0% |
| Q1 2018 | $767,000 | -1.9% | 12,202 | -0.5% | 0.00% | 0.0% |
| Q4 2017 | $782,000 | -1.3% | 12,268 | +0.3% | 0.00% | 0.0% |
| Q3 2017 | $792,000 | +12.8% | 12,233 | +8.8% | 0.00% | 0.0% |
| Q2 2017 | $702,000 | +55.7% | 11,243 | +56.4% | 0.00% | – |
| Q1 2017 | $451,000 | +28.9% | 7,188 | +17.9% | 0.00% | – |
| Q4 2016 | $350,000 | -67.1% | 6,095 | -69.2% | 0.00% | -100.0% |
| Q3 2016 | $1,064,000 | +11.1% | 19,802 | +4.4% | 0.00% | 0.0% |
| Q2 2016 | $958,000 | -20.9% | 18,971 | -18.6% | 0.00% | 0.0% |
| Q1 2016 | $1,211,000 | -90.2% | 23,307 | -89.8% | 0.00% | -93.3% |
| Q4 2015 | $12,313,000 | +47.2% | 228,816 | +49.4% | 0.02% | +50.0% |
| Q3 2015 | $8,367,000 | -21.5% | 153,123 | -11.6% | 0.01% | -16.7% |
| Q2 2015 | $10,662,000 | +119.2% | 173,120 | +135.3% | 0.01% | +140.0% |
| Q1 2015 | $4,865,000 | +4864.3% | 73,563 | +4118.1% | 0.01% | – |
| Q4 2014 | $98,000 | -2.0% | 1,744 | 0.0% | 0.00% | – |
| Q3 2014 | $100,000 | -2.0% | 1,744 | 0.0% | 0.00% | – |
| Q2 2014 | $102,000 | -44.3% | 1,744 | -46.2% | 0.00% | – |
| Q1 2014 | $183,000 | +86.7% | 3,244 | +86.0% | 0.00% | – |
| Q4 2013 | $98,000 | – | 1,744 | – | 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% |