WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 183 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $998,192 | +7.4% | 22,079 | +14.7% | 0.07% | +3.0% |
| Q1 2024 | $929,340 | +14.2% | 19,241 | +1.3% | 0.07% | +1.5% |
| Q4 2023 | $813,593 | +84.0% | 18,987 | +69.6% | 0.07% | +57.1% |
| Q3 2023 | $442,084 | -3.5% | 11,192 | +100.0% | 0.04% | -8.7% |
| Q2 2023 | $458,145 | -0.4% | 5,596 | 0.0% | 0.05% | -8.0% |
| Q1 2023 | $460,047 | +18.0% | 5,596 | +0.4% | 0.05% | +6.4% |
| Q4 2022 | $389,817 | +12.3% | 5,572 | 0.0% | 0.05% | +4.4% |
| Q3 2022 | $347,000 | -15.2% | 5,572 | -10.7% | 0.04% | -13.5% |
| Q2 2022 | $409,000 | +15.5% | 6,240 | +29.7% | 0.05% | +48.6% |
| Q1 2022 | $354,000 | -33.8% | 4,812 | -27.9% | 0.04% | -37.5% |
| Q4 2021 | $535,000 | +36.8% | 6,670 | +29.6% | 0.06% | +16.7% |
| Q3 2021 | $391,000 | +50.4% | 5,147 | +51.0% | 0.05% | +37.1% |
| Q2 2021 | $260,000 | +1.2% | 3,408 | -3.3% | 0.04% | -10.3% |
| Q1 2021 | $257,000 | +13.7% | 3,526 | +3.5% | 0.04% | 0.0% |
| Q4 2020 | $226,000 | +4.1% | 3,408 | -2.9% | 0.04% | -7.1% |
| Q3 2020 | $217,000 | +1.9% | 3,509 | 0.0% | 0.04% | -14.3% |
| Q2 2020 | $213,000 | – | 3,509 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orgel Wealth Management, LLC | 492,501 | $25,571,000 | 16.06% |
| RAMSEY ASSET MANAGEMENT | 125,325 | $6,507,000 | 11.99% |
| Heritage Wealth Advisors | 254,908 | $13,233,000 | 10.37% |
| Horan Capital Advisors, LLC. | 235,632 | $12,234,000 | 9.51% |
| RiverFront Investment Group, LLC | 6,346,075 | $329,488,000 | 8.89% |
| Permanens Capital L.P. | 312,311 | $16,215,000 | 8.39% |
| Financial Advantage, Inc. | 149,770 | $7,776,000 | 7.06% |
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 525,933 | $27,306,000 | 6.10% |
| UNITED BANK | 111,258 | $5,777,000 | 5.79% |
| Janney Capital Management LLC | 1,889,116 | $98,082,000 | 5.28% |