WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 297 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $515,867 | -6.1% | 11,410 | +0.3% | 0.03% | -7.1% |
| Q1 2024 | $549,292 | +11.1% | 11,372 | -1.4% | 0.03% | 0.0% |
| Q4 2023 | $494,296 | +6.4% | 11,535 | -1.9% | 0.03% | -3.4% |
| Q3 2023 | $464,675 | +0.2% | 11,764 | +107.6% | 0.03% | 0.0% |
| Q2 2023 | $463,923 | -0.1% | 5,667 | +0.3% | 0.03% | -6.5% |
| Q1 2023 | $464,371 | +17.5% | 5,649 | 0.0% | 0.03% | +10.7% |
| Q4 2022 | $395,176 | +12.6% | 5,649 | +0.0% | 0.03% | -3.4% |
| Q3 2022 | $351,000 | -5.9% | 5,647 | -0.7% | 0.03% | -12.1% |
| Q2 2022 | $373,000 | -9.0% | 5,686 | +2.0% | 0.03% | -5.7% |
| Q1 2022 | $410,000 | -10.7% | 5,577 | -2.6% | 0.04% | -14.6% |
| Q4 2021 | $459,000 | +5.5% | 5,727 | +0.1% | 0.04% | -6.8% |
| Q3 2021 | $435,000 | +2.4% | 5,723 | +2.7% | 0.04% | -4.3% |
| Q2 2021 | $425,000 | +4.9% | 5,572 | +0.1% | 0.05% | -17.9% |
| Q1 2021 | $405,000 | +9.8% | 5,568 | +0.0% | 0.06% | -17.6% |
| Q4 2020 | $369,000 | +7.6% | 5,566 | 0.0% | 0.07% | -10.5% |
| Q3 2020 | $343,000 | +11.4% | 5,566 | +9.8% | 0.08% | +5.6% |
| Q2 2020 | $308,000 | +18.5% | 5,068 | 0.0% | 0.07% | +1.4% |
| Q1 2020 | $260,000 | +453.2% | 5,068 | +659.8% | 0.07% | +373.3% |
| Q4 2019 | $47,000 | +4.4% | 667 | 0.0% | 0.02% | -31.8% |
| Q3 2019 | $45,000 | +150.0% | 667 | +139.9% | 0.02% | +100.0% |
| Q2 2019 | $18,000 | +157.1% | 278 | +139.7% | 0.01% | +266.7% |
| Q1 2019 | $7,000 | +16.7% | 116 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 116 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $7,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | -12.5% | 116 | 0.0% | 0.00% | -33.3% |
| Q3 2017 | $8,000 | – | 116 | – | 0.01% | – |
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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% |