WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 297 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $849 | -0.7% | 10,370 | -0.3% | 0.00% | 0.0% |
| Q1 2023 | $855 | -99.9% | 10,403 | -57.5% | 0.00% | -57.1% |
| Q1 2019 | $1,564,000 | +10.1% | 24,475 | -2.8% | 0.01% | 0.0% |
| Q4 2018 | $1,421,000 | -11.2% | 25,171 | -0.6% | 0.01% | 0.0% |
| Q3 2018 | $1,601,000 | +2.2% | 25,331 | +2.1% | 0.01% | 0.0% |
| Q2 2018 | $1,567,000 | -1.0% | 24,816 | -1.7% | 0.01% | 0.0% |
| Q1 2018 | $1,583,000 | +8.3% | 25,237 | +10.0% | 0.01% | 0.0% |
| Q4 2017 | $1,462,000 | +4.9% | 22,941 | +6.5% | 0.01% | 0.0% |
| Q3 2017 | $1,394,000 | -1.3% | 21,544 | -5.0% | 0.01% | +16.7% |
| Q2 2017 | $1,413,000 | +20.2% | 22,675 | +10.7% | 0.01% | +50.0% |
| Q4 2016 | $1,176,000 | -1.3% | 20,484 | -7.6% | 0.00% | -20.0% |
| Q3 2016 | $1,191,000 | +2.4% | 22,162 | -3.7% | 0.01% | 0.0% |
| Q2 2016 | $1,163,000 | +9.4% | 23,014 | +12.4% | 0.01% | 0.0% |
| Q1 2016 | $1,063,000 | -19.3% | 20,473 | -16.4% | 0.01% | -28.6% |
| Q4 2015 | $1,318,000 | -3.4% | 24,501 | -1.9% | 0.01% | 0.0% |
| Q3 2015 | $1,364,000 | +117.9% | 24,967 | +145.5% | 0.01% | +133.3% |
| Q2 2015 | $626,000 | +72.9% | 10,168 | +85.9% | 0.00% | +200.0% |
| Q1 2015 | $362,000 | – | 5,470 | – | 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% |