WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 195 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $29,387 | -6.4% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $31,395 | +42.7% | 650 | +80.6% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | +633.3% | 360 | +650.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 48 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | -92.5% | 48 | -92.5% | 0.00% | -100.0% |
| Q1 2018 | $40,000 | -2.4% | 643 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $41,000 | -2.4% | 643 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $42,000 | +13.5% | 643 | +8.1% | 0.00% | 0.0% |
| Q2 2017 | $37,000 | +184.6% | 595 | +197.5% | 0.00% | +300.0% |
| Q1 2017 | $13,000 | -71.1% | 200 | -74.7% | 0.00% | -80.0% |
| Q4 2016 | $45,000 | +114.3% | 792 | +90.4% | 0.01% | +66.7% |
| Q2 2016 | $21,000 | – | 416 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orgel Wealth Management, LLC | 492,501 | $25,571,000 | 16.06% |
| RAMSEY ASSET MANAGEMENT | 125,325 | $6,507,000 | 11.99% |
| Heritage Wealth Advisors | 254,908 | $13,233,000 | 10.37% |
| Horan Capital Advisors, LLC. | 235,632 | $12,234,000 | 9.51% |
| RiverFront Investment Group, LLC | 6,346,075 | $329,488,000 | 8.89% |
| Permanens Capital L.P. | 312,311 | $16,215,000 | 8.39% |
| Financial Advantage, Inc. | 149,770 | $7,776,000 | 7.06% |
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 525,933 | $27,306,000 | 6.10% |
| UNITED BANK | 111,258 | $5,777,000 | 5.79% |
| Janney Capital Management LLC | 1,889,116 | $98,082,000 | 5.28% |