WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 232 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $270,086 | -5.2% | 5,974 | +1.3% | 0.00% | 0.0% |
| Q1 2024 | $284,873 | +6.8% | 5,898 | -5.2% | 0.00% | 0.0% |
| Q4 2023 | $266,660 | +15.9% | 6,223 | +6.9% | 0.00% | 0.0% |
| Q3 2023 | $230,009 | -16.4% | 5,823 | +40.4% | 0.00% | -33.3% |
| Q4 2020 | $275,000 | +5.0% | 4,147 | -2.4% | 0.00% | 0.0% |
| Q3 2020 | $262,000 | -23.2% | 4,247 | -24.4% | 0.00% | -40.0% |
| Q2 2020 | $341,000 | +2.7% | 5,616 | -13.4% | 0.01% | -16.7% |
| Q1 2020 | $332,000 | -93.8% | 6,483 | -91.5% | 0.01% | -92.9% |
| Q4 2019 | $5,393,000 | +4.6% | 76,395 | -0.3% | 0.08% | +5.0% |
| Q3 2019 | $5,156,000 | +570.5% | 76,630 | +553.8% | 0.08% | +471.4% |
| Q2 2019 | $769,000 | -32.5% | 11,721 | -34.7% | 0.01% | -36.4% |
| Q1 2019 | $1,140,000 | -4.5% | 17,950 | -15.1% | 0.02% | -24.1% |
| Q4 2018 | $1,194,000 | -29.6% | 21,154 | -18.5% | 0.03% | -17.1% |
| Q3 2018 | $1,697,000 | +17.7% | 25,960 | +13.5% | 0.04% | +45.8% |
| Q2 2018 | $1,442,000 | -54.3% | 22,875 | -54.5% | 0.02% | -80.5% |
| Q1 2018 | $3,154,000 | +108.9% | 50,281 | +117.9% | 0.12% | +92.2% |
| Q4 2017 | $1,510,000 | -63.7% | 23,071 | -64.0% | 0.06% | -37.9% |
| Q3 2017 | $4,160,000 | -26.9% | 64,125 | -29.4% | 0.10% | -33.1% |
| Q2 2017 | $5,691,000 | +138.4% | 90,829 | +137.3% | 0.15% | +129.9% |
| Q1 2017 | $2,387,000 | -2.6% | 38,283 | -9.3% | 0.07% | -16.2% |
| Q4 2016 | $2,451,000 | +56.1% | 42,224 | +45.1% | 0.08% | +25.0% |
| Q3 2016 | $1,570,000 | -43.7% | 29,107 | -48.8% | 0.06% | -43.4% |
| Q2 2016 | $2,790,000 | +43.0% | 56,800 | +51.5% | 0.11% | +20.2% |
| Q1 2016 | $1,951,000 | -20.9% | 37,482 | -18.3% | 0.09% | -20.3% |
| Q4 2015 | $2,467,000 | +9.4% | 45,853 | +11.2% | 0.12% | -4.8% |
| Q3 2015 | $2,254,000 | -13.7% | 41,251 | -2.7% | 0.12% | 0.0% |
| Q2 2015 | $2,612,000 | +22.9% | 42,410 | +32.0% | 0.12% | +1.6% |
| Q1 2015 | $2,125,000 | +23511.1% | 32,134 | +20238.0% | 0.12% | +12100.0% |
| Q3 2014 | $9,000 | – | 158 | – | 0.00% | – |
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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% |