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 | $263,122 | -27.5% | 5,820 | -22.5% | 0.00% | – |
| Q1 2024 | $362,733 | -9.1% | 7,510 | -19.3% | 0.00% | – |
| Q4 2023 | $398,934 | +8.5% | 9,310 | 0.0% | 0.00% | – |
| Q3 2023 | $367,745 | -3.5% | 9,310 | +100.0% | 0.00% | – |
| Q2 2023 | $381,105 | -0.4% | 4,655 | 0.0% | 0.00% | – |
| Q1 2023 | $382,688 | +17.5% | 4,655 | 0.0% | 0.00% | – |
| Q4 2022 | $325,664 | +12.3% | 4,655 | 0.0% | 0.00% | – |
| Q3 2022 | $290,000 | -4.9% | 4,655 | 0.0% | 0.00% | – |
| Q2 2022 | $305,000 | -24.1% | 4,655 | -14.8% | 0.00% | – |
| Q1 2022 | $402,000 | -8.2% | 5,463 | 0.0% | 0.00% | – |
| Q4 2021 | $438,000 | +5.3% | 5,463 | 0.0% | 0.00% | – |
| Q3 2021 | $416,000 | -0.2% | 5,463 | 0.0% | 0.00% | – |
| Q2 2021 | $417,000 | +5.0% | 5,463 | 0.0% | 0.00% | – |
| Q1 2021 | $397,000 | +5.9% | 5,463 | -3.5% | 0.00% | – |
| Q4 2020 | $375,000 | -24.4% | 5,663 | -29.4% | 0.00% | – |
| Q3 2020 | $496,000 | -11.1% | 8,021 | -9.1% | 0.00% | – |
| Q2 2020 | $558,000 | +173.5% | 8,821 | +173.3% | 0.00% | – |
| Q2 2018 | $204,000 | +1.0% | 3,227 | 0.0% | 0.00% | – |
| Q1 2018 | $202,000 | -55.2% | 3,227 | -55.4% | 0.00% | – |
| Q2 2017 | $451,000 | -94.7% | 7,228 | -95.4% | 0.00% | -100.0% |
| Q3 2015 | $8,559,000 | -11.7% | 156,625 | -0.4% | 0.00% | 0.0% |
| Q2 2015 | $9,689,000 | +1050.7% | 157,310 | +1135.3% | 0.00% | – |
| Q1 2015 | $842,000 | +236.8% | 12,735 | +183.0% | 0.00% | – |
| Q4 2014 | $250,000 | -3.8% | 4,500 | 0.0% | 0.00% | – |
| Q3 2014 | $260,000 | – | 4,500 | – | 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% |