WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 194 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $23,038,048 | +21.6% | 509,575 | +29.9% | 0.02% | +21.1% |
Q1 2024 | $18,946,127 | +22.6% | 392,262 | +8.8% | 0.02% | +11.8% |
Q4 2023 | $15,449,056 | +91.3% | 360,541 | +76.4% | 0.02% | +70.0% |
Q3 2023 | $8,074,773 | +86.9% | 204,421 | +287.4% | 0.01% | +66.7% |
Q2 2023 | $4,320,349 | +914.5% | 52,771 | +918.7% | 0.01% | +500.0% |
Q1 2023 | $425,848 | +11.4% | 5,180 | -5.2% | 0.00% | 0.0% |
Q4 2022 | $382,402 | +71.5% | 5,466 | +52.6% | 0.00% | – |
Q3 2022 | $223,000 | -18.0% | 3,582 | -13.9% | 0.00% | – |
Q2 2022 | $272,000 | -1.4% | 4,161 | +11.0% | 0.00% | – |
Q1 2022 | $276,000 | -13.5% | 3,750 | -5.8% | 0.00% | -100.0% |
Q4 2021 | $319,000 | +11.5% | 3,980 | +6.2% | 0.00% | 0.0% |
Q3 2021 | $286,000 | -6.5% | 3,749 | -6.6% | 0.00% | 0.0% |
Q2 2021 | $306,000 | +3.7% | 4,015 | -0.7% | 0.00% | 0.0% |
Q1 2021 | $295,000 | -20.9% | 4,042 | -28.4% | 0.00% | 0.0% |
Q4 2020 | $373,000 | +19.2% | 5,642 | +11.5% | 0.00% | 0.0% |
Q3 2020 | $313,000 | +11.0% | 5,062 | +9.0% | 0.00% | 0.0% |
Q2 2020 | $282,000 | +72.0% | 4,643 | +45.4% | 0.00% | 0.0% |
Q1 2020 | $164,000 | -77.0% | 3,194 | -68.4% | 0.00% | -50.0% |
Q4 2019 | $713,000 | +124.9% | 10,105 | +114.5% | 0.00% | +100.0% |
Q3 2019 | $317,000 | +12.0% | 4,710 | +10.1% | 0.00% | 0.0% |
Q2 2019 | $283,000 | +34.8% | 4,276 | +30.1% | 0.00% | 0.0% |
Q1 2019 | $210,000 | +34.6% | 3,287 | +18.9% | 0.00% | 0.0% |
Q4 2018 | $156,000 | -29.7% | 2,765 | -21.1% | 0.00% | 0.0% |
Q3 2018 | $222,000 | -36.4% | 3,504 | -36.6% | 0.00% | -50.0% |
Q2 2018 | $349,000 | +107.7% | 5,531 | +106.3% | 0.00% | +100.0% |
Q1 2018 | $168,000 | -16.4% | 2,681 | -14.9% | 0.00% | 0.0% |
Q4 2017 | $201,000 | -27.4% | 3,149 | -26.5% | 0.00% | -50.0% |
Q3 2017 | $277,000 | +116.4% | 4,286 | +108.8% | 0.00% | +100.0% |
Q2 2017 | $128,000 | +40.7% | 2,053 | +42.0% | 0.00% | 0.0% |
Q1 2017 | $91,000 | +13.8% | 1,446 | +4.9% | 0.00% | 0.0% |
Q4 2016 | $80,000 | +627.3% | 1,378 | +532.1% | 0.00% | – |
Q2 2016 | $11,000 | -56.0% | 218 | -55.7% | 0.00% | – |
Q1 2016 | $25,000 | -69.1% | 492 | -67.4% | 0.00% | -100.0% |
Q4 2015 | $81,000 | +39.7% | 1,508 | +41.3% | 0.00% | +100.0% |
Q3 2015 | $58,000 | +544.4% | 1,067 | +616.1% | 0.00% | – |
Q2 2015 | $9,000 | -65.4% | 149 | -61.5% | 0.00% | -100.0% |
Q1 2015 | $26,000 | -23.5% | 387 | -34.4% | 0.00% | 0.0% |
Q3 2014 | $34,000 | +1600.0% | 590 | +1803.2% | 0.00% | – |
Q3 2013 | $2,000 | – | 31 | – | 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% |