WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 250 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 56.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $19,283 | +8.5% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $17,775 | -3.5% | 450 | +100.0% | 0.01% | 0.0% |
| Q2 2023 | $18,421 | +22.8% | 225 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | -11.8% | 225 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | -15.0% | 225 | -10.0% | 0.01% | -16.7% |
| Q4 2021 | $20,000 | +5.3% | 250 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | +5.6% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | +5.9% | 250 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $17,000 | +13.3% | 250 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $15,000 | -16.7% | 250 | -16.7% | 0.01% | -25.0% |
| Q2 2020 | $18,000 | -25.0% | 300 | -35.8% | 0.01% | -33.3% |
| Q1 2020 | $24,000 | -27.3% | 467 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $33,000 | 0.0% | 467 | -5.1% | 0.01% | -6.7% |
| Q3 2019 | $33,000 | 0.0% | 492 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $33,000 | -49.2% | 492 | -51.7% | 0.02% | -52.9% |
| Q1 2019 | $65,000 | -43.0% | 1,019 | -49.8% | 0.03% | -48.5% |
| Q4 2018 | $114,000 | – | 2,028 | – | 0.07% | – |
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% |