WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 194 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,428,315 | +127.0% | 274,900 | +142.6% | 0.04% | +118.8% |
| Q1 2024 | $5,473,997 | +8973665.6% | 113,333 | +12720.5% | 0.02% | – |
| Q4 2022 | $61 | -99.9% | 884 | -24.6% | 0.00% | – |
| Q3 2022 | $72,000 | -5.3% | 1,173 | +0.3% | 0.00% | – |
| Q2 2022 | $76,000 | -15.6% | 1,170 | -4.6% | 0.00% | – |
| Q1 2022 | $90,000 | +3.4% | 1,226 | +12.9% | 0.00% | – |
| Q4 2021 | $87,000 | +6.1% | 1,086 | +0.5% | 0.00% | – |
| Q3 2021 | $82,000 | +17.1% | 1,081 | +16.5% | 0.00% | – |
| Q2 2021 | $70,000 | +191.7% | 928 | +132.0% | 0.00% | – |
| Q2 2020 | $24,000 | -92.4% | 400 | -93.5% | 0.00% | -100.0% |
| Q1 2020 | $314,000 | -65.2% | 6,120 | -52.2% | 0.00% | -63.6% |
| Q4 2019 | $903,000 | +160.2% | 12,794 | +147.8% | 0.01% | +120.0% |
| Q3 2019 | $347,000 | +12.7% | 5,162 | +11.0% | 0.01% | +25.0% |
| Q2 2019 | $308,000 | +76.0% | 4,650 | +69.9% | 0.00% | +100.0% |
| Q1 2019 | $175,000 | – | 2,737 | – | 0.00% | – |
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% |