WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 196 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,026,357 | -5.2% | 22,702 | +1.3% | 0.07% | -12.7% |
| Q1 2024 | $1,082,500 | +15.0% | 22,412 | +2.0% | 0.08% | +3.9% |
| Q4 2023 | $941,243 | +18.9% | 21,966 | +9.6% | 0.08% | +7.0% |
| Q3 2023 | $791,699 | -4.6% | 20,043 | +97.8% | 0.07% | +12.7% |
| Q2 2023 | $829,671 | +1.4% | 10,134 | +1.8% | 0.06% | -7.4% |
| Q1 2023 | $818,318 | +18.1% | 9,954 | +0.5% | 0.07% | 0.0% |
| Q4 2022 | $693,024 | +22.2% | 9,906 | +8.6% | 0.07% | +4.6% |
| Q3 2022 | $567,000 | -13.0% | 9,122 | -8.3% | 0.06% | -12.2% |
| Q2 2022 | $652,000 | -11.3% | 9,945 | -0.5% | 0.07% | +1.4% |
| Q1 2022 | $735,000 | -9.1% | 9,992 | -1.0% | 0.07% | -8.8% |
| Q4 2021 | $809,000 | +10.7% | 10,093 | +5.0% | 0.08% | -1.2% |
| Q3 2021 | $731,000 | +9.3% | 9,613 | +9.6% | 0.08% | +5.2% |
| Q2 2021 | $669,000 | +10.6% | 8,770 | +5.4% | 0.08% | -1.3% |
| Q1 2021 | $605,000 | +13.1% | 8,320 | +3.1% | 0.08% | -14.3% |
| Q4 2020 | $535,000 | +4.1% | 8,066 | -1.2% | 0.09% | -8.1% |
| Q3 2020 | $514,000 | +3.2% | 8,163 | +1.7% | 0.10% | -11.6% |
| Q2 2020 | $498,000 | +18.0% | 8,029 | +3.4% | 0.11% | -1.8% |
| Q1 2020 | $422,000 | -34.2% | 7,762 | -13.9% | 0.11% | -27.4% |
| Q4 2019 | $641,000 | +8.8% | 9,016 | +0.2% | 0.16% | -3.7% |
| Q3 2019 | $589,000 | -3.0% | 8,997 | +0.3% | 0.16% | -1.2% |
| Q2 2019 | $607,000 | +12.0% | 8,972 | +11.5% | 0.16% | 0.0% |
| Q1 2019 | $542,000 | +17.8% | 8,044 | +6.3% | 0.16% | +14.6% |
| Q4 2018 | $460,000 | +38.6% | 7,569 | +34.8% | 0.14% | -44.2% |
| Q3 2018 | $332,000 | +28.2% | 5,617 | +37.1% | 0.26% | +12.7% |
| Q2 2018 | $259,000 | – | 4,096 | – | 0.23% | – |
Download | ||||||
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% |