WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 250 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $51,274,650 | -7.4% | 1,134,144 | -1.1% | 0.06% | -12.3% |
| Q1 2024 | $55,376,916 | +98787.4% | 1,146,520 | +127717.2% | 0.06% | – |
| Q3 2020 | $56,000 | +3.7% | 897 | 0.0% | 0.00% | – |
| Q2 2020 | $54,000 | +12.5% | 897 | 0.0% | 0.00% | – |
| Q1 2020 | $48,000 | -23.8% | 897 | 0.0% | 0.00% | – |
| Q4 2019 | $63,000 | +46.5% | 897 | +40.2% | 0.00% | – |
| Q3 2019 | $43,000 | -10.4% | 640 | -17.9% | 0.00% | – |
| Q1 2017 | $48,000 | +77.8% | 780 | +56.0% | 0.00% | – |
| Q3 2015 | $27,000 | -12.9% | 500 | 0.0% | 0.00% | – |
| Q2 2015 | $31,000 | – | 500 | – | 0.00% | – |
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% |