WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 287 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 8.94 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,734,498 | -11.0% | 38,366 | -4.9% | 0.00% | 0.0% |
Q1 2024 | $1,948,072 | +12.6% | 40,333 | -0.1% | 0.00% | -33.3% |
Q4 2023 | $1,729,629 | +8.8% | 40,365 | +0.3% | 0.00% | +50.0% |
Q3 2023 | $1,590,190 | -1.8% | 40,258 | +103.6% | 0.00% | 0.0% |
Q2 2023 | $1,618,532 | -0.2% | 19,770 | +0.2% | 0.00% | 0.0% |
Q1 2023 | $1,622,581 | +17.5% | 19,737 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $1,380,802 | +12.5% | 19,737 | +0.0% | 0.00% | 0.0% |
Q3 2022 | $1,227,000 | -5.1% | 19,734 | +0.0% | 0.00% | 0.0% |
Q2 2022 | $1,293,000 | -10.6% | 19,731 | +0.4% | 0.00% | 0.0% |
Q1 2022 | $1,447,000 | -4.4% | 19,661 | +4.2% | 0.00% | 0.0% |
Q4 2021 | $1,513,000 | +17.2% | 18,875 | +11.2% | 0.00% | 0.0% |
Q3 2021 | $1,291,000 | -7.5% | 16,972 | -7.2% | 0.00% | 0.0% |
Q2 2021 | $1,395,000 | -0.9% | 18,296 | -5.4% | 0.00% | -33.3% |
Q1 2021 | $1,407,000 | +12.3% | 19,342 | +2.4% | 0.00% | 0.0% |
Q4 2020 | $1,253,000 | +19.7% | 18,896 | +11.5% | 0.00% | 0.0% |
Q3 2020 | $1,047,000 | +194.9% | 16,949 | +236.8% | 0.00% | +200.0% |
Q4 2019 | $355,000 | -7.1% | 5,032 | -11.3% | 0.00% | 0.0% |
Q3 2019 | $382,000 | -4.7% | 5,676 | -6.2% | 0.00% | 0.0% |
Q2 2019 | $401,000 | +18.3% | 6,053 | +14.2% | 0.00% | 0.0% |
Q1 2019 | $339,000 | -10.3% | 5,299 | -20.8% | 0.00% | -50.0% |
Q4 2018 | $378,000 | -4.1% | 6,689 | +7.5% | 0.00% | +100.0% |
Q3 2018 | $394,000 | -8.6% | 6,225 | -8.9% | 0.00% | -50.0% |
Q2 2018 | $431,000 | +33.9% | 6,830 | +32.9% | 0.00% | +100.0% |
Q1 2018 | $322,000 | -20.7% | 5,139 | -19.3% | 0.00% | -50.0% |
Q4 2017 | $406,000 | -63.7% | 6,365 | -63.2% | 0.00% | -60.0% |
Q3 2017 | $1,119,000 | +131.2% | 17,291 | +122.8% | 0.01% | +150.0% |
Q2 2017 | $484,000 | +173.4% | 7,762 | +175.3% | 0.00% | +100.0% |
Q1 2017 | $177,000 | +43.9% | 2,819 | +31.1% | 0.00% | 0.0% |
Q4 2016 | $123,000 | -86.7% | 2,150 | -87.5% | 0.00% | -83.3% |
Q3 2016 | $922,000 | +448.8% | 17,152 | +414.8% | 0.01% | +500.0% |
Q2 2016 | $168,000 | -42.3% | 3,332 | -40.6% | 0.00% | -50.0% |
Q1 2016 | $291,000 | -46.6% | 5,606 | -44.6% | 0.00% | -50.0% |
Q4 2015 | $545,000 | +13.8% | 10,122 | +15.4% | 0.00% | 0.0% |
Q3 2015 | $479,000 | -88.9% | 8,772 | -87.5% | 0.00% | -89.7% |
Q2 2015 | $4,318,000 | +274.5% | 70,103 | +302.0% | 0.04% | +254.5% |
Q1 2015 | $1,153,000 | -80.2% | 17,437 | -83.3% | 0.01% | -81.7% |
Q4 2014 | $5,809,000 | +89.1% | 104,433 | +96.4% | 0.06% | +66.7% |
Q3 2014 | $3,072,000 | +30620.0% | 53,169 | +31360.9% | 0.04% | – |
Q2 2014 | $10,000 | – | 169 | – | 0.00% | – |
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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% |