WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 250 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 56.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $656,376 | +8.5% | 15,318 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $605,061 | -6.0% | 15,318 | +94.8% | 0.00% | 0.0% |
Q2 2023 | $643,908 | -0.4% | 7,865 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $646,582 | +17.5% | 7,865 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $550,235 | +0.8% | 7,865 | -10.5% | 0.00% | 0.0% |
Q3 2022 | $546,000 | -8.8% | 8,784 | -3.9% | 0.00% | 0.0% |
Q2 2022 | $599,000 | -24.2% | 9,142 | -14.8% | 0.00% | 0.0% |
Q1 2022 | $790,000 | -16.3% | 10,734 | -8.9% | 0.00% | 0.0% |
Q4 2021 | $944,000 | +3.9% | 11,783 | -1.4% | 0.00% | 0.0% |
Q3 2021 | $909,000 | -0.8% | 11,948 | -0.6% | 0.00% | – |
Q2 2021 | $916,000 | +1.7% | 12,015 | -2.9% | 0.00% | – |
Q1 2021 | $901,000 | -12.5% | 12,378 | -20.4% | 0.00% | -100.0% |
Q4 2020 | $1,030,000 | +25.6% | 15,545 | +17.2% | 0.00% | 0.0% |
Q3 2020 | $820,000 | -27.5% | 13,264 | -28.8% | 0.00% | 0.0% |
Q2 2020 | $1,131,000 | -11.3% | 18,634 | -25.1% | 0.00% | 0.0% |
Q1 2020 | $1,275,000 | +11.5% | 24,881 | +53.6% | 0.00% | 0.0% |
Q4 2019 | $1,144,000 | +7.1% | 16,199 | +2.1% | 0.00% | 0.0% |
Q3 2019 | $1,068,000 | +21.5% | 15,862 | +19.5% | 0.00% | 0.0% |
Q2 2019 | $879,000 | -74.2% | 13,274 | -75.1% | 0.00% | -66.7% |
Q1 2019 | $3,410,000 | +166.8% | 53,356 | +135.6% | 0.00% | +200.0% |
Q4 2018 | $1,278,000 | -40.8% | 22,646 | -33.6% | 0.00% | -50.0% |
Q3 2018 | $2,157,000 | -45.3% | 34,113 | -45.4% | 0.00% | -50.0% |
Q2 2018 | $3,943,000 | +155.0% | 62,432 | +153.4% | 0.00% | +300.0% |
Q1 2018 | $1,546,000 | -7.4% | 24,639 | -6.0% | 0.00% | 0.0% |
Q4 2017 | $1,670,000 | -10.9% | 26,219 | -9.5% | 0.00% | -50.0% |
Q3 2017 | $1,874,000 | -83.0% | 28,971 | -83.6% | 0.00% | -81.8% |
Q2 2017 | $11,038,000 | -27.0% | 177,112 | -26.4% | 0.01% | -21.4% |
Q1 2017 | $15,120,000 | +539.6% | 240,714 | +484.6% | 0.01% | +600.0% |
Q4 2016 | $2,364,000 | -17.4% | 41,179 | -22.7% | 0.00% | -33.3% |
Q3 2016 | $2,863,000 | -13.7% | 53,275 | -18.8% | 0.00% | -25.0% |
Q2 2016 | $3,316,000 | -96.7% | 65,618 | -96.6% | 0.00% | -96.7% |
Q1 2016 | $100,602,000 | +204.6% | 1,937,628 | +215.7% | 0.12% | +218.4% |
Q4 2015 | $33,024,000 | -51.0% | 613,721 | -50.2% | 0.04% | -53.1% |
Q3 2015 | $67,342,000 | +3.8% | 1,232,242 | +17.0% | 0.08% | +28.6% |
Q2 2015 | $64,871,000 | -5.9% | 1,053,272 | +1.0% | 0.06% | -10.0% |
Q1 2015 | $68,974,000 | +161.7% | 1,042,856 | +120.1% | 0.07% | +204.3% |
Q4 2014 | $26,354,000 | +1153.2% | 473,816 | +1201.8% | 0.02% | +1050.0% |
Q3 2014 | $2,103,000 | +23.6% | 36,398 | +24.9% | 0.00% | +100.0% |
Q2 2014 | $1,702,000 | +84.4% | 29,135 | +78.6% | 0.00% | 0.0% |
Q1 2014 | $923,000 | -29.4% | 16,315 | -29.8% | 0.00% | 0.0% |
Q4 2013 | $1,307,000 | +285.5% | 23,246 | +264.4% | 0.00% | – |
Q3 2013 | $339,000 | – | 6,380 | – | 0.00% | – |
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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% |