BTR CAPITAL MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 169 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.

Quarter-by-quarter ownership
BTR CAPITAL MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$1,092,000
-5.1%
17,5550.0%0.17%
+3.0%
Q2 2022$1,151,000
-13.1%
17,555
-2.4%
0.16%
+1.2%
Q1 2022$1,324,000
-23.0%
17,990
-16.1%
0.16%
-16.0%
Q4 2021$1,719,000
-60.4%
21,440
-62.4%
0.19%
-63.9%
Q3 2021$4,341,000
+0.5%
57,076
+0.8%
0.54%
-0.2%
Q2 2021$4,318,000
+3.2%
56,626
-1.6%
0.54%
-11.5%
Q1 2021$4,186,000
+22.9%
57,526
+12.0%
0.61%
+14.5%
Q4 2020$3,406,000
+7.6%
51,376
+0.2%
0.53%
-5.0%
Q3 2020$3,166,000
+26.0%
51,276
+23.9%
0.56%
+18.6%
Q2 2020$2,512,000
+18.0%
41,379
-0.4%
0.47%
+0.2%
Q1 2020$2,129,000
-28.5%
41,554
-1.5%
0.47%
-8.2%
Q4 2019$2,978,000
+2.1%
42,194
-2.7%
0.51%
-6.4%
Q3 2019$2,917,000
+3.2%
43,344
+1.5%
0.55%
+4.0%
Q2 2019$2,826,000
-1.3%
42,714
-4.6%
0.53%
-4.2%
Q1 2019$2,862,000
+11.7%
44,784
-1.4%
0.55%
+1.9%
Q4 2018$2,563,000
-36.0%
45,409
-28.4%
0.54%
-22.5%
Q3 2018$4,007,000
-0.5%
63,389
-0.6%
0.70%
-10.2%
Q2 2018$4,028,000
+2.9%
63,802
+2.2%
0.78%
-0.9%
Q1 2018$3,915,00062,4270.78%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$32,703,00033.04%
Financial Advantage, Inc. 163,718$11,016,0007.51%
Permanens Capital L.P. 327,043$22,007,0006.16%
Premia Global Advisors, LLC 39,018$2,626,0004.53%
TPG Financial Advisors, LLC 55,451$3,731,0003.36%
GenTrust, LLC 312,901$21,055,0003.31%
Astor Investment Management LLC 254,718$17,139,0002.74%
BANK OF STOCKTON 69,279$4,661,0002.04%
Intercontinental Wealth Advisors, LLC 43,935$2,956,0001.82%
Conservest Capital Advisors, Inc. 185,810$12,503,0001.81%
View complete list of WISDOMTREE TR shareholders