WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 196 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $48 | +11.6% | 1 | 0.0% | 0.00% | – |
Q4 2023 | $43 | +7.5% | 1 | 0.0% | 0.00% | – |
Q3 2023 | $40 | -51.2% | 1 | 0.0% | 0.00% | – |
Q2 2023 | $82 | 0.0% | 1 | 0.0% | 0.00% | – |
Q1 2023 | $82 | – | 1 | 0.0% | 0.00% | – |
Q4 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2018 | $0 | -100.0% | 1 | -99.0% | 0.00% | -100.0% |
Q1 2018 | $6,000 | -86.0% | 96 | -85.9% | 0.00% | -83.3% |
Q4 2017 | $43,000 | -62.9% | 679 | -61.8% | 0.01% | -64.7% |
Q3 2017 | $116,000 | -14.7% | 1,779 | -18.4% | 0.02% | -15.0% |
Q2 2017 | $136,000 | -45.2% | 2,179 | -44.8% | 0.02% | -45.9% |
Q1 2017 | $248,000 | -8.1% | 3,946 | -16.3% | 0.04% | -5.1% |
Q4 2016 | $270,000 | -2.2% | 4,716 | -8.2% | 0.04% | -2.5% |
Q3 2016 | $276,000 | -25.0% | 5,136 | -29.5% | 0.04% | -25.9% |
Q2 2016 | $368,000 | -86.0% | 7,283 | -85.6% | 0.05% | -86.9% |
Q1 2016 | $2,635,000 | -72.7% | 50,742 | -71.7% | 0.41% | -73.5% |
Q4 2015 | $9,664,000 | -1.5% | 179,598 | +0.1% | 1.55% | -14.2% |
Q3 2015 | $9,809,000 | -13.8% | 179,487 | -2.8% | 1.81% | -5.1% |
Q2 2015 | $11,377,000 | -6.4% | 184,735 | +0.5% | 1.90% | -5.3% |
Q1 2015 | $12,158,000 | +105.1% | 183,822 | +72.5% | 2.01% | +102.2% |
Q4 2014 | $5,927,000 | +38.7% | 106,564 | +44.1% | 0.99% | +31.5% |
Q3 2014 | $4,274,000 | +32.7% | 73,970 | +34.2% | 0.76% | +36.0% |
Q2 2014 | $3,220,000 | – | 55,109 | – | 0.56% | – |
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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% |