WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 181 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,980,921 | +821.7% | 65,935 | +884.7% | 0.07% | +775.0% |
| Q1 2024 | $323,417 | +12.7% | 6,696 | 0.0% | 0.01% | -11.1% |
| Q4 2023 | $286,924 | +8.5% | 6,696 | 0.0% | 0.01% | -10.0% |
| Q3 2023 | $264,492 | -78.4% | 6,696 | -55.3% | 0.01% | -79.2% |
| Q2 2023 | $1,226,331 | +324.3% | 14,979 | +326.0% | 0.05% | +300.0% |
| Q1 2023 | $289,050 | +17.5% | 3,516 | 0.0% | 0.01% | +9.1% |
| Q4 2022 | $245,979 | +7.4% | 3,516 | -4.4% | 0.01% | 0.0% |
| Q3 2022 | $229,000 | -11.6% | 3,679 | -7.1% | 0.01% | -8.3% |
| Q2 2022 | $259,000 | -10.6% | 3,959 | +0.5% | 0.01% | -7.7% |
| Q1 2022 | $289,871 | -10.3% | 3,939 | -2.2% | 0.01% | 0.0% |
| Q4 2021 | $323,000 | +4.2% | 4,029 | -1.1% | 0.01% | -13.3% |
| Q3 2021 | $310,000 | -0.6% | 4,074 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $312,000 | – | 4,074 | – | 0.02% | – |
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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% |