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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $209,000 | -15.7% | 2,840 | -8.2% | 0.04% | -12.8% |
| Q4 2021 | $248,000 | -0.4% | 3,095 | -5.5% | 0.05% | -2.1% |
| Q3 2021 | $249,000 | -6.0% | 3,275 | -6.0% | 0.05% | -9.4% |
| Q2 2021 | $265,000 | -1.9% | 3,485 | -6.2% | 0.05% | -11.7% |
| Q1 2021 | $270,000 | +0.7% | 3,715 | -8.3% | 0.06% | -48.7% |
| Q4 2020 | $268,000 | -5.0% | 4,050 | -11.4% | 0.12% | +72.1% |
| Q3 2020 | $282,000 | -6.6% | 4,570 | -8.1% | 0.07% | -12.8% |
| Q2 2020 | $302,000 | -32.1% | 4,975 | -42.8% | 0.08% | -37.6% |
| Q1 2020 | $445,000 | -27.5% | 8,693 | 0.0% | 0.12% | -13.2% |
| Q4 2019 | $614,000 | +0.8% | 8,693 | -3.9% | 0.14% | +6.7% |
| Q3 2019 | $609,000 | – | 9,043 | – | 0.14% | – |
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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% |