WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 188 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,888 | -6.4% | 86 | 0.0% | 0.00% | – |
| Q1 2024 | $4,154 | +12.7% | 86 | 0.0% | 0.00% | – |
| Q4 2023 | $3,685 | +8.5% | 86 | 0.0% | 0.00% | – |
| Q3 2023 | $3,397 | -3.5% | 86 | +100.0% | 0.00% | – |
| Q2 2023 | $3,520 | -0.4% | 43 | 0.0% | 0.00% | – |
| Q1 2023 | $3,535 | +17.5% | 43 | 0.0% | 0.00% | – |
| Q4 2022 | $3,008 | +0.3% | 43 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 43 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 43 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | +50.0% | 43 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 43 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | -96.8% | 43 | -97.5% | 0.00% | -100.0% |
| Q3 2016 | $93,000 | -78.4% | 1,723 | -79.8% | 0.01% | -77.8% |
| Q2 2016 | $431,000 | -41.1% | 8,525 | -39.5% | 0.06% | -49.6% |
| Q1 2016 | $732,000 | +21.4% | 14,101 | +25.8% | 0.12% | +6.8% |
| Q4 2015 | $603,000 | -39.7% | 11,206 | -38.8% | 0.12% | -48.7% |
| Q3 2015 | $1,000,000 | -1.0% | 18,303 | +11.6% | 0.23% | +4.1% |
| Q2 2015 | $1,010,000 | -10.0% | 16,403 | -3.3% | 0.22% | -19.5% |
| Q1 2015 | $1,122,000 | -0.3% | 16,963 | -16.1% | 0.27% | -2.9% |
| Q4 2014 | $1,125,000 | +1579.1% | 20,226 | +1674.2% | 0.28% | +1117.4% |
| Q2 2014 | $67,000 | – | 1,140 | – | 0.02% | – |
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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% |