WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 232 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,535 | -2.5% | 56,061 | +4.1% | 0.00% | 0.0% |
Q1 2024 | $2,601 | +16.5% | 53,846 | +3.4% | 0.00% | 0.0% |
Q4 2023 | $2,232 | +5.7% | 52,080 | -2.6% | 0.00% | 0.0% |
Q3 2023 | $2,112 | -3.6% | 53,462 | +99.7% | 0.00% | 0.0% |
Q2 2023 | $2,191 | -3.0% | 26,765 | -2.6% | 0.00% | -20.0% |
Q1 2023 | $2,259 | +9.4% | 27,486 | -6.9% | 0.01% | 0.0% |
Q4 2022 | $2,064 | -99.9% | 29,513 | +1.0% | 0.01% | 0.0% |
Q3 2022 | $1,818,000 | -10.0% | 29,228 | -5.2% | 0.01% | 0.0% |
Q2 2022 | $2,020,000 | -13.5% | 30,833 | -2.9% | 0.01% | 0.0% |
Q1 2022 | $2,336,000 | -12.5% | 31,746 | -4.7% | 0.01% | -16.7% |
Q4 2021 | $2,669,000 | +0.8% | 33,307 | -4.4% | 0.01% | -14.3% |
Q3 2021 | $2,649,000 | -4.0% | 34,839 | -3.8% | 0.01% | 0.0% |
Q2 2021 | $2,760,000 | +0.6% | 36,199 | -4.0% | 0.01% | -12.5% |
Q1 2021 | $2,744,000 | +0.1% | 37,718 | -8.8% | 0.01% | 0.0% |
Q4 2020 | $2,741,000 | -18.3% | 41,354 | -24.0% | 0.01% | -27.3% |
Q3 2020 | $3,357,000 | -24.0% | 54,378 | -25.3% | 0.01% | -35.3% |
Q2 2020 | $4,418,000 | -8.4% | 72,780 | -22.7% | 0.02% | -22.7% |
Q1 2020 | $4,821,000 | -32.6% | 94,105 | -7.1% | 0.02% | -18.5% |
Q4 2019 | $7,149,000 | +61.9% | 101,280 | +54.3% | 0.03% | +42.1% |
Q3 2019 | $4,416,000 | +7.2% | 65,635 | +5.4% | 0.02% | +5.6% |
Q2 2019 | $4,119,000 | -33.2% | 62,257 | -35.5% | 0.02% | -35.7% |
Q1 2019 | $6,165,000 | +18.4% | 96,466 | +4.5% | 0.03% | 0.0% |
Q4 2018 | $5,208,000 | -22.2% | 92,283 | -12.8% | 0.03% | -12.5% |
Q3 2018 | $6,693,000 | +0.5% | 105,876 | +0.4% | 0.03% | -8.6% |
Q2 2018 | $6,657,000 | -1.2% | 105,433 | -1.9% | 0.04% | -5.4% |
Q1 2018 | $6,741,000 | -8.6% | 107,489 | -7.1% | 0.04% | -7.5% |
Q4 2017 | $7,375,000 | – | 115,763 | – | 0.04% | – |
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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% |