WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 248 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 56.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,240 | -3.5% | 7,120 | +100.0% | 0.00% | – |
| Q2 2023 | $291,457 | -0.4% | 3,560 | 0.0% | 0.00% | – |
| Q1 2023 | $292,667 | +17.5% | 3,560 | 0.0% | 0.00% | – |
| Q4 2022 | $249,057 | +12.7% | 3,560 | 0.0% | 0.00% | – |
| Q3 2022 | $221,000 | -5.2% | 3,560 | 0.0% | 0.00% | – |
| Q2 2022 | $233,000 | -9.7% | 3,560 | 0.0% | 0.00% | – |
| Q1 2022 | $258,000 | -11.6% | 3,560 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $292,000 | +6.2% | 3,560 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $275,000 | +1.5% | 3,560 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $271,000 | +124.0% | 3,560 | +113.3% | 0.00% | – |
| Q1 2021 | $121,000 | +9.0% | 1,669 | 0.0% | 0.00% | – |
| Q4 2020 | $111,000 | +7.8% | 1,669 | 0.0% | 0.00% | – |
| Q3 2020 | $103,000 | -8.0% | 1,669 | -9.4% | 0.00% | – |
| Q2 2020 | $112,000 | +17.9% | 1,842 | 0.0% | 0.00% | – |
| Q1 2020 | $95,000 | -26.9% | 1,842 | 0.0% | 0.00% | – |
| Q4 2019 | $130,000 | +4.8% | 1,842 | 0.0% | 0.00% | – |
| Q3 2019 | $124,000 | +226.3% | 1,842 | +206.5% | 0.00% | – |
| Q3 2018 | $38,000 | -7.3% | 601 | -4.9% | 0.00% | – |
| Q2 2018 | $41,000 | +2.5% | 632 | 0.0% | 0.00% | – |
| Q1 2018 | $40,000 | +3900.0% | 632 | +3411.1% | 0.00% | – |
| Q2 2017 | $1,000 | -99.9% | 18 | -99.5% | 0.00% | -100.0% |
| Q1 2016 | $1,494,000 | +77.0% | 3,610 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $844,000 | +13966.7% | 3,610 | +3338.1% | 0.00% | – |
| Q3 2015 | $6,000 | – | 105 | – | 0.00% | – |
Download | ||||||
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% |