WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 196 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $585,564 | -10.9% | 12,952 | -4.8% | 0.02% | -15.4% |
Q1 2024 | $657,464 | +12.3% | 13,612 | -0.3% | 0.03% | 0.0% |
Q4 2023 | $585,252 | +7.8% | 13,658 | -0.7% | 0.03% | -7.1% |
Q3 2023 | $543,046 | -11.2% | 13,748 | +84.1% | 0.03% | -12.5% |
Q2 2023 | $611,485 | -3.1% | 7,469 | -2.7% | 0.03% | -11.1% |
Q1 2023 | $631,373 | +10.4% | 7,680 | -6.0% | 0.04% | 0.0% |
Q4 2022 | $571,713 | +11.4% | 8,172 | -0.8% | 0.04% | -7.7% |
Q3 2022 | $513,000 | -12.8% | 8,242 | -8.1% | 0.04% | -25.0% |
Q2 2022 | $588,000 | -11.2% | 8,964 | -0.4% | 0.05% | +4.0% |
Q1 2022 | $662,000 | -13.1% | 8,996 | -5.3% | 0.05% | -10.7% |
Q4 2021 | $762,000 | -4.6% | 9,501 | -9.5% | 0.06% | -13.8% |
Q3 2021 | $799,000 | -37.0% | 10,502 | -36.9% | 0.06% | -18.8% |
Q2 2021 | $1,269,000 | -3.1% | 16,637 | -7.6% | 0.08% | -14.9% |
Q1 2021 | $1,309,000 | -4.2% | 17,997 | -12.7% | 0.09% | -17.5% |
Q4 2020 | $1,366,000 | -8.2% | 20,610 | -14.5% | 0.11% | -23.5% |
Q3 2020 | $1,488,000 | +6.9% | 24,100 | +5.1% | 0.15% | -22.0% |
Q2 2020 | $1,392,000 | -7.1% | 22,935 | -21.5% | 0.19% | -11.6% |
Q1 2020 | $1,498,000 | -28.6% | 29,235 | -1.6% | 0.22% | -12.9% |
Q4 2019 | $2,098,000 | +6.1% | 29,725 | +1.1% | 0.25% | -7.8% |
Q3 2019 | $1,978,000 | -1.5% | 29,398 | -3.1% | 0.27% | -7.9% |
Q2 2019 | $2,008,000 | +2.8% | 30,342 | -0.8% | 0.29% | -10.4% |
Q1 2019 | $1,954,000 | +10.5% | 30,580 | -2.4% | 0.33% | -4.4% |
Q4 2018 | $1,769,000 | +13.0% | 31,340 | +26.6% | 0.34% | +0.9% |
Q3 2018 | $1,565,000 | +12.2% | 24,752 | +12.1% | 0.34% | -5.1% |
Q2 2018 | $1,395,000 | +7.8% | 22,088 | +5.7% | 0.36% | +2.6% |
Q1 2018 | $1,294,000 | +17.4% | 20,898 | +24.8% | 0.35% | +18.8% |
Q4 2017 | $1,102,000 | +7.6% | 16,746 | +6.1% | 0.29% | -33.0% |
Q3 2017 | $1,024,000 | +1606.7% | 15,778 | +8764.0% | 0.44% | +1403.4% |
Q2 2017 | $60,000 | +1100.0% | 178 | 0.0% | 0.03% | +866.7% |
Q1 2017 | $5,000 | -94.0% | 178 | -87.5% | 0.00% | -95.2% |
Q4 2016 | $83,000 | – | 1,427 | – | 0.06% | – |
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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% |