WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 338 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,521 | +24.3% | 77,871 | +32.8% | 0.01% | +18.2% |
Q1 2024 | $2,833 | +109.9% | 58,656 | +86.2% | 0.01% | +83.3% |
Q4 2023 | $1,350 | +4.8% | 31,496 | -3.4% | 0.01% | 0.0% |
Q3 2023 | $1,288 | -11.2% | 32,606 | +84.0% | 0.01% | -14.3% |
Q2 2023 | $1,451 | -40.1% | 17,722 | -39.9% | 0.01% | -41.7% |
Q1 2023 | $2,424 | +74.0% | 29,487 | +48.1% | 0.01% | +71.4% |
Q4 2022 | $1,393 | -99.9% | 19,911 | -2.4% | 0.01% | 0.0% |
Q3 2022 | $1,269,000 | -9.8% | 20,398 | -5.0% | 0.01% | -12.5% |
Q2 2022 | $1,407,000 | -21.2% | 21,470 | -11.5% | 0.01% | 0.0% |
Q1 2022 | $1,785,000 | -38.3% | 24,258 | -32.8% | 0.01% | -38.5% |
Q4 2021 | $2,895,000 | +5.9% | 36,113 | +0.4% | 0.01% | -7.1% |
Q3 2021 | $2,735,000 | -0.6% | 35,952 | -0.3% | 0.01% | +7.7% |
Q2 2021 | $2,751,000 | +40.2% | 36,074 | +33.8% | 0.01% | +18.2% |
Q1 2021 | $1,962,000 | +5.3% | 26,966 | -4.1% | 0.01% | 0.0% |
Q4 2020 | $1,864,000 | +3.4% | 28,115 | -3.7% | 0.01% | -8.3% |
Q3 2020 | $1,803,000 | -5.7% | 29,206 | -7.3% | 0.01% | -14.3% |
Q2 2020 | $1,912,000 | -7.5% | 31,500 | -21.9% | 0.01% | -30.0% |
Q1 2020 | $2,067,000 | -37.7% | 40,336 | -14.2% | 0.02% | -23.1% |
Q4 2019 | $3,319,000 | +10.4% | 47,018 | +5.2% | 0.03% | 0.0% |
Q3 2019 | $3,007,000 | +1.0% | 44,693 | -0.6% | 0.03% | -3.7% |
Q2 2019 | $2,976,000 | -31.4% | 44,973 | -33.7% | 0.03% | -34.1% |
Q1 2019 | $4,336,000 | +14.9% | 67,840 | +1.5% | 0.04% | -2.4% |
Q4 2018 | $3,774,000 | -39.9% | 66,864 | -32.7% | 0.04% | -30.0% |
Q3 2018 | $6,280,000 | +6.8% | 99,331 | +6.6% | 0.06% | -3.2% |
Q2 2018 | $5,881,000 | +0.7% | 93,141 | -0.0% | 0.06% | -6.1% |
Q1 2018 | $5,842,000 | +1.7% | 93,149 | +3.3% | 0.07% | -2.9% |
Q4 2017 | $5,746,000 | -2.8% | 90,183 | -1.3% | 0.07% | -13.9% |
Q3 2017 | $5,910,000 | -3.2% | 91,350 | -6.8% | 0.08% | -12.2% |
Q2 2017 | $6,108,000 | +4.0% | 97,997 | +4.8% | 0.09% | -10.0% |
Q1 2017 | $5,873,000 | +7.2% | 93,498 | -2.1% | 0.10% | -2.9% |
Q4 2016 | $5,480,000 | +6.6% | 95,465 | -0.2% | 0.10% | +8.4% |
Q3 2016 | $5,141,000 | -2.5% | 95,666 | -8.4% | 0.10% | -15.2% |
Q2 2016 | $5,275,000 | -16.3% | 104,403 | -14.0% | 0.11% | -21.1% |
Q1 2016 | $6,302,000 | +14.9% | 121,388 | +19.1% | 0.14% | +9.2% |
Q4 2015 | $5,486,000 | +5.4% | 101,959 | +7.1% | 0.13% | -12.8% |
Q3 2015 | $5,203,000 | -19.8% | 95,206 | -9.7% | 0.15% | -16.8% |
Q2 2015 | $6,491,000 | -2.7% | 105,393 | +4.5% | 0.18% | -5.8% |
Q1 2015 | $6,671,000 | +145.9% | 100,867 | +106.8% | 0.19% | +126.2% |
Q4 2014 | $2,713,000 | +668.6% | 48,778 | +697.4% | 0.08% | +740.0% |
Q3 2014 | $353,000 | +8.0% | 6,117 | +9.3% | 0.01% | -9.1% |
Q2 2014 | $327,000 | – | 5,594 | – | 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% |