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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $168,229 | -37.7% | 3,722 | -33.5% | 0.00% | -50.0% |
| Q1 2024 | $270,129 | +12.7% | 5,594 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $239,643 | +3.3% | 5,594 | -4.7% | 0.00% | 0.0% |
| Q3 2023 | $231,944 | -3.5% | 5,872 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $240,365 | -0.4% | 2,936 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $241,365 | +17.5% | 2,936 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $205,367 | +12.2% | 2,936 | -0.1% | 0.00% | 0.0% |
| Q3 2022 | $183,000 | -6.6% | 2,940 | -1.6% | 0.00% | 0.0% |
| Q2 2022 | $196,000 | -19.0% | 2,987 | -9.2% | 0.00% | 0.0% |
| Q1 2022 | $242,000 | -8.3% | 3,290 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $264,000 | +2.7% | 3,290 | -2.7% | 0.00% | -20.0% |
| Q3 2021 | $257,000 | -0.4% | 3,383 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $258,000 | +4.9% | 3,383 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $246,000 | +7.9% | 3,383 | -1.8% | 0.01% | 0.0% |
| Q4 2020 | $228,000 | +7.0% | 3,444 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $213,000 | -4.1% | 3,444 | -5.8% | 0.01% | -16.7% |
| Q2 2020 | $222,000 | +18.7% | 3,657 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $187,000 | -30.2% | 3,657 | -3.5% | 0.01% | -14.3% |
| Q4 2019 | $268,000 | -3.9% | 3,791 | -8.6% | 0.01% | -12.5% |
| Q3 2019 | $279,000 | +0.4% | 4,148 | -1.3% | 0.01% | 0.0% |
| Q2 2019 | $278,000 | +3.3% | 4,203 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $269,000 | +12.6% | 4,203 | -0.8% | 0.01% | 0.0% |
| Q4 2018 | $239,000 | -11.2% | 4,238 | -0.4% | 0.01% | 0.0% |
| Q3 2018 | $269,000 | -4.3% | 4,254 | -4.3% | 0.01% | -11.1% |
| Q2 2018 | $281,000 | -7.3% | 4,447 | -7.9% | 0.01% | -10.0% |
| Q1 2018 | $303,000 | -54.5% | 4,830 | -53.8% | 0.01% | -56.5% |
| Q4 2017 | $666,000 | -1.6% | 10,462 | 0.0% | 0.02% | -8.0% |
| Q3 2017 | $677,000 | +2.3% | 10,462 | -1.5% | 0.02% | -3.8% |
| Q2 2017 | $662,000 | +0.8% | 10,622 | +1.6% | 0.03% | -3.7% |
| Q1 2017 | $657,000 | +6.7% | 10,454 | -2.5% | 0.03% | +3.8% |
| Q4 2016 | $616,000 | -0.5% | 10,724 | -6.8% | 0.03% | -3.7% |
| Q3 2016 | $619,000 | -32.1% | 11,512 | -36.2% | 0.03% | -32.5% |
| Q2 2016 | $911,000 | -2.8% | 18,042 | 0.0% | 0.04% | -2.4% |
| Q1 2016 | $937,000 | -27.2% | 18,042 | -24.6% | 0.04% | -29.3% |
| Q4 2015 | $1,287,000 | +0.9% | 23,915 | +2.4% | 0.06% | -6.5% |
| Q3 2015 | $1,276,000 | +9.0% | 23,350 | +22.8% | 0.06% | +19.2% |
| Q2 2015 | $1,171,000 | +30.7% | 19,020 | +40.3% | 0.05% | +26.8% |
| Q1 2015 | $896,000 | – | 13,555 | – | 0.04% | – |
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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% |