WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 183 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $37,292 | -6.4% | 825 | 0.0% | 0.01% | -10.0% |
| Q1 2024 | $39,841 | +12.7% | 825 | 0.0% | 0.01% | +11.1% |
| Q4 2023 | $35,345 | +8.5% | 825 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $32,582 | -3.6% | 825 | +100.2% | 0.01% | 0.0% |
| Q2 2023 | $33,800 | -0.4% | 412 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $33,941 | +17.5% | 412 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $28,883 | +15.5% | 412 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $25,000 | -7.4% | 412 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $27,000 | -10.0% | 412 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $30,000 | -9.1% | 412 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $33,000 | +6.5% | 412 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $31,000 | 0.0% | 412 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $31,000 | +3.3% | 412 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $30,000 | +11.1% | 412 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $27,000 | +8.0% | 412 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | 0.0% | 412 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $25,000 | -76.9% | 412 | -80.5% | 0.01% | -78.1% |
| Q1 2020 | $108,000 | -27.0% | 2,108 | +0.0% | 0.03% | -3.0% |
| Q4 2019 | $148,000 | +5.0% | 2,107 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $141,000 | +1.4% | 2,107 | +0.0% | 0.03% | +6.5% |
| Q2 2019 | $139,000 | -0.7% | 2,106 | +0.3% | 0.03% | -3.1% |
| Q1 2019 | $140,000 | +18.6% | 2,100 | 0.0% | 0.03% | +3.2% |
| Q4 2018 | $118,000 | -10.6% | 2,100 | 0.0% | 0.03% | +6.9% |
| Q3 2018 | $132,000 | 0.0% | 2,100 | 0.0% | 0.03% | -3.3% |
| Q2 2018 | $132,000 | +0.8% | 2,100 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $131,000 | -1.5% | 2,100 | 0.0% | 0.03% | -3.2% |
| Q4 2017 | $133,000 | -1.5% | 2,100 | 0.0% | 0.03% | -6.1% |
| Q3 2017 | $135,000 | -64.4% | 2,100 | -66.1% | 0.03% | -64.9% |
| Q2 2017 | $379,000 | -59.3% | 6,200 | -58.2% | 0.09% | -59.8% |
| Q1 2017 | $932,000 | +12.6% | 14,840 | +2.8% | 0.23% | +4.5% |
| Q4 2016 | $828,000 | +42.8% | 14,440 | +33.7% | 0.22% | +36.6% |
| Q3 2016 | $580,000 | -1.4% | 10,800 | -7.2% | 0.16% | -4.7% |
| Q2 2016 | $588,000 | – | 11,640 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 545,350 | $29,345,000 | 23.06% |
| Orgel Wealth Management, LLC | 492,458 | $26,499,000 | 22.64% |
| UNITED BANK | 182,489 | $9,820,000 | 11.85% |
| Heritage Wealth Advisors | 249,646 | $13,439,000 | 11.32% |
| DeGreen Capital Management LLC | 225,256 | $12,121,000 | 11.32% |
| RiverFront Investment Group, LLC | 6,440,660 | $346,573,000 | 10.03% |
| Horan Capital Advisors, LLC. | 213,134 | $11,469,000 | 9.58% |
| Financial Advantage, Inc. | 145,394 | $7,824,000 | 8.24% |
| Cornerstone Financial Partners, LLC | 401,494 | $21,600,000 | 7.98% |
| Permanens Capital L.P. | 325,398 | $17,510,000 | 7.37% |