WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 260 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $46,205 | -6.4% | 1,022 | 0.0% | 0.04% | -2.8% |
Q1 2024 | $49,363 | +12.7% | 1,022 | 0.0% | 0.04% | +5.9% |
Q4 2023 | $43,793 | +8.5% | 1,022 | 0.0% | 0.03% | -2.9% |
Q3 2023 | $40,369 | -3.5% | 1,022 | +100.0% | 0.04% | +25.0% |
Q2 2023 | $41,836 | -0.4% | 511 | 0.0% | 0.03% | -12.5% |
Q1 2023 | $42,009 | -0.9% | 511 | -15.7% | 0.03% | +3.2% |
Q4 2022 | $42,396 | +11.6% | 606 | 0.0% | 0.03% | +3.3% |
Q3 2022 | $38,000 | -2.6% | 606 | 0.0% | 0.03% | +11.1% |
Q2 2022 | $39,000 | -13.3% | 606 | 0.0% | 0.03% | -10.0% |
Q1 2022 | $45,000 | -8.2% | 606 | 0.0% | 0.03% | +7.1% |
Q4 2021 | $49,000 | +6.5% | 606 | 0.0% | 0.03% | -6.7% |
Q3 2021 | $46,000 | 0.0% | 606 | 0.0% | 0.03% | +3.4% |
Q2 2021 | $46,000 | -9.8% | 606 | -12.9% | 0.03% | -19.4% |
Q1 2021 | $51,000 | -50.0% | 696 | -54.7% | 0.04% | -54.4% |
Q4 2020 | $102,000 | +6.2% | 1,537 | 0.0% | 0.08% | -11.2% |
Q3 2020 | $96,000 | -10.3% | 1,537 | -11.5% | 0.09% | -21.2% |
Q2 2020 | $107,000 | -9.3% | 1,737 | 0.0% | 0.11% | +6.6% |
Q1 2020 | $118,000 | -32.2% | 1,737 | -29.4% | 0.11% | -16.5% |
Q4 2019 | $174,000 | -15.9% | 2,462 | -21.1% | 0.13% | -0.8% |
Q2 2019 | $207,000 | -25.8% | 3,121 | -28.6% | 0.13% | -23.4% |
Q1 2019 | $279,000 | +20.3% | 4,373 | +19.2% | 0.17% | +3.7% |
Q4 2018 | $232,000 | 0.0% | 3,668 | 0.0% | 0.16% | 0.0% |
Q3 2018 | $232,000 | +5.9% | 3,668 | +5.1% | 0.16% | -23.3% |
Q2 2018 | $219,000 | – | 3,490 | – | 0.21% | – |
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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% |