WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 190 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $859,423 | -99.9% | 10,454 | -35.8% | 0.04% | -28.0% |
Q3 2022 | $1,012,616,000 | +94803.1% | 16,280 | 0.0% | 0.05% | +2.0% |
Q2 2022 | $1,067,000 | -10.9% | 16,280 | 0.0% | 0.05% | +6.5% |
Q1 2022 | $1,198,000 | -8.2% | 16,280 | 0.0% | 0.05% | +2.2% |
Q4 2021 | $1,305,000 | +5.4% | 16,280 | 0.0% | 0.04% | -2.2% |
Q3 2021 | $1,238,000 | -0.2% | 16,280 | 0.0% | 0.05% | +7.0% |
Q2 2021 | $1,241,000 | +4.7% | 16,280 | 0.0% | 0.04% | -10.4% |
Q1 2021 | $1,185,000 | +9.8% | 16,280 | 0.0% | 0.05% | -9.4% |
Q4 2020 | $1,079,000 | +7.4% | 16,280 | 0.0% | 0.05% | -5.4% |
Q3 2020 | $1,005,000 | -52.4% | 16,280 | -60.5% | 0.06% | -70.8% |
Q1 2020 | $2,112,000 | -27.4% | 41,222 | 0.0% | 0.19% | -55.2% |
Q4 2019 | $2,910,000 | +4.9% | 41,222 | 0.0% | 0.43% | -9.5% |
Q3 2019 | $2,774,000 | +1.7% | 41,222 | 0.0% | 0.47% | +0.9% |
Q2 2019 | $2,728,000 | +7.4% | 41,222 | +3.7% | 0.47% | +8.3% |
Q1 2019 | $2,540,000 | +13.2% | 39,750 | 0.0% | 0.43% | -5.2% |
Q4 2018 | $2,243,000 | -74.1% | 39,750 | -71.0% | 0.46% | -62.5% |
Q3 2018 | $8,667,000 | +0.1% | 137,090 | 0.0% | 1.22% | -8.7% |
Q2 2018 | $8,656,000 | +0.7% | 137,090 | 0.0% | 1.34% | -5.8% |
Q1 2018 | $8,598,000 | -1.6% | 137,090 | 0.0% | 1.42% | +15.1% |
Q4 2017 | $8,734,000 | -1.5% | 137,090 | 0.0% | 1.24% | -2.9% |
Q3 2017 | $8,870,000 | +3.8% | 137,090 | 0.0% | 1.27% | +5.6% |
Q2 2017 | $8,545,000 | +73.7% | 137,090 | +75.1% | 1.20% | +71.0% |
Q1 2017 | $4,918,000 | -28.4% | 78,300 | -40.8% | 0.70% | -48.7% |
Q1 2016 | $6,864,000 | +80.1% | 132,200 | +86.6% | 1.37% | +82.2% |
Q4 2015 | $3,812,000 | -25.5% | 70,850 | -24.3% | 0.75% | -36.5% |
Q3 2015 | $5,118,000 | -17.2% | 93,650 | +0.2% | 1.19% | -20.0% |
Q1 2015 | $6,184,000 | – | 93,500 | – | 1.48% | – |
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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% |