WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 195 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $228,000 | +3.6% | 3,450 | 0.0% | 0.03% | -3.6% |
Q1 2019 | $220,000 | -77.6% | 3,450 | -77.8% | 0.03% | -76.1% |
Q3 2018 | $983,000 | -1.1% | 15,542 | -1.3% | 0.12% | -9.3% |
Q2 2018 | $994,000 | +0.7% | 15,742 | 0.0% | 0.13% | +0.8% |
Q1 2018 | $987,000 | -1.6% | 15,742 | 0.0% | 0.13% | +4.9% |
Q4 2017 | $1,003,000 | +0.1% | 15,742 | +1.6% | 0.12% | +1.7% |
Q3 2017 | $1,002,000 | +13.7% | 15,492 | +9.7% | 0.12% | +10.1% |
Q2 2017 | $881,000 | -0.7% | 14,127 | 0.0% | 0.11% | -2.7% |
Q1 2017 | $887,000 | +9.4% | 14,127 | 0.0% | 0.11% | +7.7% |
Q4 2016 | $811,000 | -8.2% | 14,127 | -14.0% | 0.10% | -6.3% |
Q3 2016 | $883,000 | -44.5% | 16,425 | -47.8% | 0.11% | -45.0% |
Q2 2016 | $1,591,000 | -2.7% | 31,485 | 0.0% | 0.20% | +1.0% |
Q1 2016 | $1,635,000 | -18.1% | 31,485 | -15.1% | 0.20% | -12.3% |
Q4 2015 | $1,996,000 | -1.5% | 37,085 | 0.0% | 0.23% | -1.7% |
Q3 2015 | $2,027,000 | -10.0% | 37,085 | +1.4% | 0.23% | -6.8% |
Q2 2015 | $2,253,000 | – | 36,585 | – | 0.25% | – |
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% |