WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 297 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,012 | +7.4% | 88,739 | +14.8% | 0.02% | +6.7% |
| Q1 2024 | $3,735 | +15.1% | 77,320 | +2.1% | 0.02% | 0.0% |
| Q4 2023 | $3,245 | +5.8% | 75,738 | -2.4% | 0.02% | -11.8% |
| Q3 2023 | $3,066 | +515.7% | 77,631 | +1176.0% | 0.02% | +466.7% |
| Q2 2023 | $498 | +11.4% | 6,084 | +12.0% | 0.00% | 0.0% |
| Q1 2023 | $447 | +49.0% | 5,433 | +26.7% | 0.00% | +50.0% |
| Q4 2022 | $300 | -99.9% | 4,287 | -11.4% | 0.00% | 0.0% |
| Q3 2022 | $301,000 | -6.8% | 4,839 | -1.9% | 0.00% | 0.0% |
| Q2 2022 | $323,000 | -11.3% | 4,932 | -0.3% | 0.00% | -33.3% |
| Q1 2022 | $364,000 | -16.5% | 4,949 | -9.1% | 0.00% | 0.0% |
| Q4 2021 | $436,000 | +15.0% | 5,444 | +9.4% | 0.00% | 0.0% |
| Q3 2021 | $379,000 | 0.0% | 4,978 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $379,000 | -1.0% | 4,973 | -5.6% | 0.00% | -25.0% |
| Q1 2021 | $383,000 | -21.7% | 5,267 | -28.7% | 0.00% | -20.0% |
| Q4 2020 | $489,000 | +1.2% | 7,382 | -5.6% | 0.01% | -16.7% |
| Q3 2020 | $483,000 | -1.4% | 7,818 | -3.1% | 0.01% | -14.3% |
| Q2 2020 | $490,000 | +17.5% | 8,064 | -1.0% | 0.01% | 0.0% |
| Q1 2020 | $417,000 | -47.3% | 8,146 | -27.4% | 0.01% | -36.4% |
| Q4 2019 | $792,000 | -42.6% | 11,217 | -45.3% | 0.01% | -50.0% |
| Q3 2019 | $1,380,000 | -17.7% | 20,501 | -19.1% | 0.02% | -8.3% |
| Q2 2019 | $1,677,000 | +13.1% | 25,337 | +9.2% | 0.02% | +4.3% |
| Q1 2019 | $1,483,000 | +120.7% | 23,205 | +95.0% | 0.02% | +91.7% |
| Q4 2018 | $672,000 | -32.9% | 11,901 | -24.9% | 0.01% | -29.4% |
| Q3 2018 | $1,001,000 | +6.2% | 15,841 | +6.1% | 0.02% | -19.0% |
| Q2 2018 | $943,000 | -31.1% | 14,928 | -31.6% | 0.02% | -27.6% |
| Q1 2018 | $1,368,000 | -51.7% | 21,818 | -50.9% | 0.03% | -46.3% |
| Q4 2017 | $2,831,000 | -67.6% | 44,432 | -67.1% | 0.05% | -70.2% |
| Q3 2017 | $8,739,000 | +15.9% | 135,066 | +11.6% | 0.18% | +24.8% |
| Q2 2017 | $7,542,000 | – | 121,000 | – | 0.14% | – |
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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% |