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 | $3,950 | +93.0% | 100 | +300.0% | 0.00% | – |
| Q2 2023 | $2,047 | -0.4% | 25 | 0.0% | 0.00% | – |
| Q1 2023 | $2,056 | -95.5% | 25 | -96.1% | 0.00% | -100.0% |
| Q4 2022 | $45,264 | +13.2% | 647 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | -4.8% | 647 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $42,000 | -12.5% | 647 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $48,000 | -7.7% | 647 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $52,000 | +2.0% | 647 | -35.3% | 0.00% | -42.9% |
| Q1 2020 | $51,000 | – | 1,000 | – | 0.01% | – |
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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% |