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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,915,000 | -28.8% | 56,897 | -1.9% | 2.89% | -14.3% |
| Q4 2019 | $4,095,000 | +9.8% | 58,016 | +4.6% | 3.38% | +0.5% |
| Q3 2019 | $3,731,000 | +23.9% | 55,451 | +24.5% | 3.36% | +21.8% |
| Q2 2019 | $3,012,000 | -15.6% | 44,546 | -19.1% | 2.76% | -20.1% |
| Q1 2019 | $3,570,000 | +34.3% | 55,056 | +16.9% | 3.45% | +19.5% |
| Q4 2018 | $2,659,000 | – | 47,112 | – | 2.89% | – |
Download | ||||||
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% |