SIMON QUICK ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 194 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$28,0000.0%3750.0%0.01%0.0%
Q2 2021$28,000
-46.2%
375
-51.4%
0.01%
-69.6%
Q3 2019$52,000
-99.9%
772
-16.5%
0.02%
-25.8%
Q2 2019$61,207,000
+124812.2%
925
+19.8%
0.03%
+55.0%
Q1 2019$49,000
+4800.0%
772
+9550.0%
0.02%
Q4 2017$1,000
-98.0%
8
-99.0%
0.00%
-100.0%
Q3 2017$50,000
+4.2%
7720.0%0.02%
-33.3%
Q2 2017$48,000
-90.9%
772
-90.8%
0.03%
-91.4%
Q1 2017$528,000
+9.3%
8,4120.0%0.31%
-13.3%
Q4 2016$483,0008,4120.36%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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