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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $34,390 | +14.7% | 712 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $29,975 | +6.6% | 712 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $28,124 | -3.5% | 712 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $29,146 | -0.4% | 356 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $29,267 | +318.1% | 356 | +229.6% | 0.00% | – |
| Q3 2022 | $7,000 | -76.7% | 108 | -76.7% | 0.00% | -100.0% |
| Q2 2022 | $30,000 | -50.0% | 464 | -43.4% | 0.00% | -50.0% |
| Q1 2022 | $60,000 | -9.1% | 820 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $66,000 | +6.5% | 820 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $62,000 | -1.6% | 820 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $63,000 | +5.0% | 820 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $60,000 | – | 820 | – | 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% |