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 | $634,794 | +3.0% | 14,041 | +10.0% | 0.01% | 0.0% |
| Q1 2024 | $616,356 | +8.4% | 12,761 | -3.8% | 0.01% | 0.0% |
| Q4 2023 | $568,658 | +8.6% | 13,271 | +0.1% | 0.01% | -12.5% |
| Q3 2023 | $523,810 | -15.8% | 13,261 | +74.5% | 0.01% | -11.1% |
| Q2 2023 | $622,212 | +35.5% | 7,600 | +36.1% | 0.01% | +28.6% |
| Q1 2023 | $459,061 | +120.7% | 5,584 | +97.2% | 0.01% | +133.3% |
| Q1 2022 | $208,000 | -76.6% | 2,831 | -83.7% | 0.00% | -90.6% |
| Q1 2020 | $889,000 | -19.4% | 17,355 | +11.1% | 0.03% | 0.0% |
| Q4 2019 | $1,103,000 | – | 15,628 | – | 0.03% | – |
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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% |