WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 183 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,784,356 | -19.7% | 45,174 | +66.4% | 0.01% | -58.3% |
Q2 2023 | $2,223,149 | -18.4% | 27,155 | -18.0% | 0.01% | +100.0% |
Q1 2023 | $2,723,453 | +21.2% | 33,128 | +3.1% | 0.01% | +20.0% |
Q4 2022 | $2,247,605 | +11.3% | 32,127 | -1.1% | 0.01% | 0.0% |
Q3 2022 | $2,020,000 | -10.0% | 32,472 | -5.2% | 0.01% | -16.7% |
Q2 2022 | $2,245,000 | -11.1% | 34,260 | -0.1% | 0.01% | +20.0% |
Q1 2022 | $2,524,000 | -8.2% | 34,291 | -0.0% | 0.01% | -16.7% |
Q4 2021 | $2,749,000 | +8.4% | 34,295 | +2.9% | 0.01% | 0.0% |
Q3 2021 | $2,535,000 | +4.9% | 33,331 | +5.2% | 0.01% | 0.0% |
Q2 2021 | $2,417,000 | +6.9% | 31,692 | +2.0% | 0.01% | -14.3% |
Q1 2021 | $2,260,000 | +3.5% | 31,057 | -5.7% | 0.01% | 0.0% |
Q4 2020 | $2,184,000 | +4.1% | 32,936 | -3.1% | 0.01% | -12.5% |
Q3 2020 | $2,098,000 | -4.8% | 33,977 | -6.4% | 0.01% | -20.0% |
Q2 2020 | $2,203,000 | +2.3% | 36,289 | -13.7% | 0.01% | -16.7% |
Q1 2020 | $2,154,000 | -29.0% | 42,039 | -2.2% | 0.01% | -14.3% |
Q4 2019 | $3,033,000 | +3.8% | 42,966 | -1.1% | 0.01% | -6.7% |
Q3 2019 | $2,922,000 | -12.4% | 43,422 | -13.8% | 0.02% | -16.7% |
Q2 2019 | $3,334,000 | -64.2% | 50,391 | -65.5% | 0.02% | -63.3% |
Q1 2019 | $9,324,000 | +19.6% | 145,885 | +5.6% | 0.05% | +4.3% |
Q4 2018 | $7,795,000 | -25.6% | 138,117 | -16.7% | 0.05% | -7.8% |
Q3 2018 | $10,476,000 | +72.9% | 165,711 | +74.2% | 0.05% | +27.5% |
Q4 2017 | $6,059,000 | -10.1% | 95,102 | -8.6% | 0.04% | -16.7% |
Q3 2017 | $6,736,000 | -33.5% | 104,106 | -35.9% | 0.05% | -37.7% |
Q2 2017 | $10,129,000 | +12.0% | 162,508 | +12.9% | 0.08% | +10.0% |
Q1 2017 | $9,043,000 | +6.7% | 143,981 | -8.7% | 0.07% | -11.4% |
Q3 2016 | $8,479,000 | +103.3% | 157,783 | +91.2% | 0.08% | +97.5% |
Q2 2016 | $4,170,000 | -36.0% | 82,524 | -34.3% | 0.04% | -35.5% |
Q1 2016 | $6,517,000 | -90.0% | 125,515 | -89.6% | 0.06% | -90.7% |
Q4 2015 | $64,971,000 | -51.6% | 1,207,413 | -50.8% | 0.67% | -60.4% |
Q3 2015 | $134,181,000 | -0.0% | 2,455,276 | +21.0% | 1.68% | +9.9% |
Q1 2015 | $134,206,000 | – | 2,029,105 | – | 1.53% | – |
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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% |