WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 385 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,694,000 | -3.0% | 24,035 | -7.4% | 0.01% | -8.3% |
| Q3 2019 | $1,746,000 | -1.9% | 25,947 | -3.5% | 0.01% | -7.7% |
| Q2 2019 | $1,780,000 | -4.2% | 26,894 | -7.5% | 0.01% | -7.1% |
| Q1 2019 | $1,858,000 | +1.1% | 29,067 | -10.7% | 0.01% | -17.6% |
| Q4 2018 | $1,837,000 | -18.0% | 32,536 | -8.2% | 0.02% | -10.5% |
| Q3 2018 | $2,241,000 | +7.8% | 35,449 | +6.9% | 0.02% | 0.0% |
| Q2 2018 | $2,079,000 | 0.0% | 33,175 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $2,079,000 | -2.6% | 33,175 | -0.9% | 0.02% | -5.0% |
| Q4 2017 | $2,134,000 | -9.4% | 33,478 | -8.0% | 0.02% | -23.1% |
| Q3 2017 | $2,355,000 | -26.3% | 36,397 | -29.0% | 0.03% | -31.6% |
| Q2 2017 | $3,195,000 | +9.5% | 51,233 | +10.2% | 0.04% | +2.7% |
| Q1 2017 | $2,917,000 | +97.4% | 46,494 | +79.3% | 0.04% | +76.2% |
| Q4 2016 | $1,478,000 | -5.3% | 25,931 | -10.8% | 0.02% | -8.7% |
| Q3 2016 | $1,561,000 | -3.4% | 29,058 | -9.0% | 0.02% | -11.5% |
| Q2 2016 | $1,616,000 | -16.7% | 31,947 | -14.5% | 0.03% | -23.5% |
| Q1 2016 | $1,939,000 | -30.1% | 37,357 | -27.3% | 0.03% | -33.3% |
| Q4 2015 | $2,772,000 | +16.9% | 51,382 | +18.5% | 0.05% | +4.1% |
| Q3 2015 | $2,372,000 | -43.4% | 43,363 | -36.2% | 0.05% | -36.4% |
| Q2 2015 | $4,189,000 | +3.4% | 67,978 | +10.9% | 0.08% | -1.3% |
| Q1 2015 | $4,053,000 | +376.3% | 61,275 | +300.3% | 0.08% | +310.5% |
| Q4 2014 | $851,000 | +795.8% | 15,306 | +831.0% | 0.02% | +533.3% |
| Q3 2014 | $95,000 | -87.2% | 1,644 | -87.1% | 0.00% | -85.0% |
| Q2 2014 | $742,000 | +5.5% | 12,705 | +2.2% | 0.02% | -4.8% |
| Q1 2014 | $703,000 | -3.0% | 12,428 | -3.7% | 0.02% | -4.5% |
| Q4 2013 | $725,000 | -0.1% | 12,899 | -5.6% | 0.02% | -12.0% |
| Q3 2013 | $726,000 | +20.4% | 13,664 | +8.9% | 0.02% | +13.6% |
| Q2 2013 | $603,000 | – | 12,553 | – | 0.02% | – |
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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% |