WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 297 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $892,270 | +311.2% | 12,754 | +263.2% | 0.03% | +106.7% |
| Q3 2020 | $217,000 | -16.9% | 3,512 | -10.8% | 0.02% | -25.0% |
| Q2 2019 | $261,000 | +3.6% | 3,938 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $252,000 | -50.6% | 3,938 | -51.6% | 0.02% | -63.0% |
| Q1 2018 | $510,000 | -98.2% | 8,136 | -98.2% | 0.05% | -98.8% |
| Q4 2017 | $28,377,000 | +4.1% | 445,416 | +5.7% | 4.60% | -1.1% |
| Q3 2017 | $27,255,000 | +8.1% | 421,251 | +4.2% | 4.66% | -0.4% |
| Q2 2017 | $25,206,000 | -1.6% | 404,392 | -0.9% | 4.68% | -2.0% |
| Q1 2017 | $25,621,000 | +169.3% | 407,917 | +146.1% | 4.77% | +116.8% |
| Q4 2016 | $9,515,000 | +11.9% | 165,769 | +4.8% | 2.20% | +3.7% |
| Q3 2016 | $8,500,000 | +52.5% | 158,160 | +47.1% | 2.12% | +17.2% |
| Q2 2016 | $5,575,000 | +24.2% | 107,492 | +24.3% | 1.81% | +12.6% |
| Q1 2016 | $4,489,000 | -61.2% | 86,453 | -59.8% | 1.61% | -61.3% |
| Q4 2015 | $11,567,000 | -1.8% | 214,960 | -0.3% | 4.15% | +5.5% |
| Q3 2015 | $11,783,000 | – | 215,607 | – | 3.94% | – |
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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% |