CWM, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 277 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.

Quarter-by-quarter ownership
CWM, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$1,394
+158.1%
30,830
+175.7%
0.01%
+133.3%
Q1 2024$540
+206.8%
11,181
+172.2%
0.00%
+200.0%
Q4 2023$176
+67.6%
4,107
+54.1%
0.00%0.0%
Q3 2023$105
-3.7%
2,666
+100.2%
0.00%0.0%
Q2 2023$109
+0.9%
1,332
+1.3%
0.00%0.0%
Q1 2023$108
+17.4%
1,3150.0%0.00%0.0%
Q4 2022$92
-99.9%
1,315
+0.2%
0.00%0.0%
Q3 2022$82,000
-4.7%
1,3130.0%0.00%0.0%
Q2 2022$86,000
-21.8%
1,313
-11.9%
0.00%0.0%
Q1 2022$110,000
+86.4%
1,490
+103.3%
0.00%
Q4 2021$59,000
+103.4%
733
+91.4%
0.00%
Q2 2021$29,0000.0%3830.0%0.00%
Q1 2021$29,0000.0%3830.0%0.00%
Q4 2020$29,0000.0%3830.0%0.00%
Q3 2020$29,0000.0%3830.0%0.00%
Q2 2020$29,0000.0%3830.0%0.00%
Q1 2020$29,0000.0%3830.0%0.00%
Q4 2019$29,0000.0%3830.0%0.00%
Q3 2019$29,0000.0%3830.0%0.00%
Q2 2019$29,0000.0%3830.0%0.00%
Q1 2019$29,000
+190.0%
383
+107.0%
0.00%
Q4 2018$10,000
+150.0%
185
+160.6%
0.00%
Q3 2018$4,0000.0%710.0%0.00%
Q2 2018$4,000
-42.9%
71
-34.9%
0.00%
Q1 2018$7,000
-36.4%
109
-33.9%
0.00%
Q4 2017$11,000
-35.3%
165
-36.0%
0.00%
-100.0%
Q3 2017$17,000
+142.9%
258
+136.7%
0.00%
Q2 2017$7,0000.0%1090.0%0.00%
Q1 2017$7,0000.0%109
-14.8%
0.00%
Q4 2016$7,0000.0%128
-3.0%
0.00%
Q3 2016$7,000
+40.0%
132
+30.7%
0.00%
Q2 2016$5,000
-81.5%
101
-80.9%
0.00%
-100.0%
Q1 2016$27,000
-96.2%
529
-96.0%
0.00%
-97.1%
Q4 2015$703,000
-63.0%
13,073
-62.4%
0.07%
-63.9%
Q3 2015$1,900,00034,7640.19%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Progeny 3, Inc. 545,350$29,345,00023.06%
Orgel Wealth Management, LLC 492,458$26,499,00022.64%
UNITED BANK 182,489$9,820,00011.85%
Heritage Wealth Advisors 249,646$13,439,00011.32%
DeGreen Capital Management LLC 225,256$12,121,00011.32%
RiverFront Investment Group, LLC 6,440,660$346,573,00010.03%
Horan Capital Advisors, LLC. 213,134$11,469,0009.58%
Financial Advantage, Inc. 145,394$7,824,0008.24%
Cornerstone Financial Partners, LLC 401,494$21,600,0007.98%
Permanens Capital L.P. 325,398$17,510,0007.37%
View complete list of WISDOMTREE TR shareholders