WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 384 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25 | +525.0% | 568 | +468.0% | 0.00% | – |
| Q1 2024 | $4 | -90.2% | 100 | -80.2% | 0.00% | – |
| Q1 2023 | $41 | -52.9% | 506 | -59.4% | 0.00% | – |
| Q4 2022 | $87 | -99.9% | 1,245 | -23.0% | 0.00% | – |
| Q3 2022 | $100,000 | +244.8% | 1,616 | +299.0% | 0.00% | – |
| Q1 2022 | $29,000 | -55.4% | 405 | -50.2% | 0.00% | – |
| Q4 2021 | $65,000 | +14.0% | 814 | +8.4% | 0.00% | – |
| Q3 2021 | $57,000 | 0.0% | 751 | -0.1% | 0.00% | – |
| Q2 2021 | $57,000 | +2750.0% | 752 | +2048.6% | 0.00% | – |
| Q4 2020 | $2,000 | -75.0% | 35 | -73.7% | 0.00% | – |
| Q3 2020 | $8,000 | -91.5% | 133 | -91.5% | 0.00% | – |
| Q2 2020 | $94,000 | -33.8% | 1,557 | -43.9% | 0.00% | – |
| Q1 2020 | $142,000 | +73.2% | 2,774 | +123.5% | 0.00% | – |
| Q2 2019 | $82,000 | -63.6% | 1,241 | -65.3% | 0.00% | -100.0% |
| Q3 2018 | $225,000 | -66.4% | 3,572 | -66.0% | 0.00% | -96.6% |
| Q4 2017 | $670,000 | -61.7% | 10,519 | -61.1% | 0.03% | -59.2% |
| Q3 2017 | $1,748,000 | +724.5% | 27,029 | +693.8% | 0.07% | +688.9% |
| Q2 2017 | $212,000 | -90.3% | 3,405 | -90.2% | 0.01% | -90.4% |
| Q1 2017 | $2,181,000 | +12.1% | 34,728 | +2.5% | 0.09% | -19.0% |
| Q4 2016 | $1,945,000 | +3.7% | 33,889 | -2.9% | 0.12% | -8.7% |
| Q3 2016 | $1,875,000 | -20.9% | 34,903 | -25.6% | 0.13% | -19.6% |
| Q2 2016 | $2,371,000 | +104.7% | 46,939 | +110.4% | 0.16% | +71.7% |
| Q1 2016 | $1,158,000 | +15.7% | 22,306 | +19.9% | 0.09% | +17.9% |
| Q4 2015 | $1,001,000 | +58.4% | 18,605 | +60.7% | 0.08% | +69.6% |
| Q3 2015 | $632,000 | -27.0% | 11,577 | -17.7% | 0.05% | -37.0% |
| Q2 2015 | $866,000 | – | 14,070 | – | 0.07% | – |
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% |