WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 277 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $237,046 | -57.0% | 5,532 | -60.3% | 0.00% | – |
| Q3 2023 | $550,906 | +84.3% | 13,947 | +281.9% | 0.00% | – |
| Q2 2023 | $298,989 | -99.6% | 3,652 | -99.7% | 0.00% | -100.0% |
| Q3 2019 | $70,755,000 | +12205.2% | 1,051,504 | +11582.1% | 0.11% | +11000.0% |
| Q1 2019 | $575,000 | +13.4% | 9,001 | +12.3% | 0.00% | 0.0% |
| Q3 2018 | $507,000 | -69.1% | 8,016 | -68.9% | 0.00% | -50.0% |
| Q4 2017 | $1,643,000 | -97.5% | 25,782 | -97.5% | 0.00% | -98.0% |
| Q3 2017 | $65,679,000 | +2471.6% | 1,015,132 | +2377.4% | 0.10% | +1900.0% |
| Q2 2017 | $2,554,000 | -10.4% | 40,976 | -17.5% | 0.01% | -16.7% |
| Q4 2016 | $2,851,000 | +609.2% | 49,666 | +563.6% | 0.01% | +500.0% |
| Q3 2016 | $402,000 | -98.0% | 7,484 | -97.7% | 0.00% | -97.4% |
| Q2 2015 | $20,017,000 | +21.1% | 325,000 | +30.0% | 0.04% | +22.6% |
| Q1 2015 | $16,535,000 | +4531.7% | 250,000 | +3795.3% | 0.03% | +3000.0% |
| Q4 2014 | $357,000 | -81.7% | 6,418 | -81.0% | 0.00% | -80.0% |
| Q3 2014 | $1,956,000 | – | 33,844 | – | 0.01% | – |
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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% |