WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 61 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,483 | -11.4% | 30,694 | +28.3% | 0.08% | -6.0% |
| Q4 2022 | $1,673 | -99.8% | 23,919 | +45.8% | 0.08% | +52.7% |
| Q3 2022 | $1,021,000 | -4.7% | 16,408 | +0.4% | 0.06% | -3.5% |
| Q2 2022 | $1,071,000 | +357.7% | 16,348 | +413.1% | 0.06% | +612.5% |
| Q1 2022 | $234,000 | -50.4% | 3,186 | -45.9% | 0.01% | -38.5% |
| Q4 2021 | $472,000 | -64.8% | 5,892 | -66.5% | 0.01% | -80.6% |
| Q2 2021 | $1,340,000 | +49.7% | 17,569 | +21.2% | 0.07% | +1.5% |
| Q3 2020 | $895,000 | -49.3% | 14,498 | -57.9% | 0.07% | -32.0% |
| Q1 2020 | $1,765,000 | +326.3% | 34,455 | +487.4% | 0.10% | +177.1% |
| Q4 2019 | $414,000 | -68.1% | 5,866 | -69.6% | 0.04% | -61.5% |
| Q3 2019 | $1,297,000 | +497.7% | 19,274 | +468.4% | 0.09% | +658.3% |
| Q1 2019 | $217,000 | -95.4% | 3,391 | -96.0% | 0.01% | -95.8% |
| Q4 2018 | $4,765,000 | -3.3% | 84,434 | +7.4% | 0.29% | -24.1% |
| Q1 2018 | $4,929,000 | +644.6% | 78,592 | +656.1% | 0.38% | +535.0% |
| Q4 2017 | $662,000 | -85.8% | 10,394 | -87.2% | 0.06% | -79.1% |
| Q4 2016 | $4,673,000 | -14.0% | 81,408 | -19.5% | 0.29% | -43.2% |
| Q3 2016 | $5,435,000 | +738.7% | 101,143 | +688.8% | 0.50% | +786.0% |
| Q2 2016 | $648,000 | -70.0% | 12,823 | -67.5% | 0.06% | -89.6% |
| Q3 2015 | $2,159,000 | -16.0% | 39,500 | -14.5% | 0.55% | +89.3% |
| Q4 2014 | $2,570,000 | -28.0% | 46,209 | -26.8% | 0.29% | -40.9% |
| Q1 2014 | $3,568,000 | – | 63,099 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orgel Wealth Management, LLC | 492,501 | $25,571,000 | 16.06% |
| RAMSEY ASSET MANAGEMENT | 125,325 | $6,507,000 | 11.99% |
| Heritage Wealth Advisors | 254,908 | $13,233,000 | 10.37% |
| Horan Capital Advisors, LLC. | 235,632 | $12,234,000 | 9.51% |
| RiverFront Investment Group, LLC | 6,346,075 | $329,488,000 | 8.89% |
| Permanens Capital L.P. | 312,311 | $16,215,000 | 8.39% |
| Financial Advantage, Inc. | 149,770 | $7,776,000 | 7.06% |
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 525,933 | $27,306,000 | 6.10% |
| UNITED BANK | 111,258 | $5,777,000 | 5.79% |
| Janney Capital Management LLC | 1,889,116 | $98,082,000 | 5.28% |