WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 196 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $333,198 | -6.4% | 7,370 | 0.0% | 0.11% | -10.7% |
| Q1 2024 | $355,971 | +12.7% | 7,370 | 0.0% | 0.12% | +1.7% |
| Q4 2023 | $315,805 | +4.2% | 7,370 | -3.9% | 0.12% | -8.4% |
| Q3 2023 | $302,965 | -3.9% | 7,670 | +99.1% | 0.13% | -1.5% |
| Q2 2023 | $315,363 | -1.7% | 3,852 | -1.3% | 0.13% | -8.9% |
| Q1 2023 | $320,783 | +17.5% | 3,902 | 0.0% | 0.15% | +6.6% |
| Q4 2022 | $272,984 | +7.5% | 3,902 | -4.3% | 0.14% | -1.4% |
| Q3 2022 | $254,000 | -4.9% | 4,077 | 0.0% | 0.14% | +3.0% |
| Q2 2022 | $267,000 | -12.7% | 4,077 | -1.8% | 0.14% | +4.7% |
| Q1 2022 | $306,000 | -9.2% | 4,152 | -1.2% | 0.13% | -5.8% |
| Q4 2021 | $337,000 | +5.3% | 4,202 | 0.0% | 0.14% | -2.8% |
| Q3 2021 | $320,000 | -7.5% | 4,202 | -7.3% | 0.14% | -7.8% |
| Q2 2021 | $346,000 | -3.6% | 4,532 | -8.1% | 0.15% | -0.6% |
| Q1 2021 | $359,000 | +5.0% | 4,932 | -4.3% | 0.15% | 0.0% |
| Q4 2020 | $342,000 | +5.6% | 5,152 | -1.9% | 0.15% | +4.8% |
| Q3 2020 | $324,000 | +1.6% | 5,252 | 0.0% | 0.15% | -7.5% |
| Q2 2020 | $319,000 | +18.6% | 5,252 | 0.0% | 0.16% | -1.9% |
| Q1 2020 | $269,000 | -65.6% | 5,252 | -53.1% | 0.16% | -49.1% |
| Q4 2019 | $781,000 | 0.0% | 11,205 | 0.0% | 0.32% | -4.5% |
| Q3 2019 | $781,000 | +4.3% | 11,205 | 0.0% | 0.33% | -1.2% |
| Q2 2019 | $749,000 | -0.4% | 11,205 | -1.3% | 0.34% | -5.1% |
| Q1 2019 | $752,000 | – | 11,355 | – | 0.36% | – |
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% |