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 | $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 | $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% |