WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 277 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $204,000 | -4.9% | 3,360 | -19.7% | 0.06% | -13.2% |
| Q1 2020 | $214,439 | -28.8% | 4,185 | -21.6% | 0.07% | -31.3% |
| Q4 2018 | $301,000 | -10.7% | 5,335 | 0.0% | 0.10% | +3.1% |
| Q3 2018 | $337,000 | 0.0% | 5,335 | 0.0% | 0.10% | -5.9% |
| Q2 2018 | $337,000 | -7.9% | 5,335 | -8.6% | 0.10% | -7.3% |
| Q1 2018 | $366,000 | -97.2% | 5,835 | -97.2% | 0.11% | -95.5% |
| Q4 2017 | $13,269,000 | -6.0% | 208,265 | -4.6% | 2.45% | -9.3% |
| Q3 2017 | $14,123,000 | +13.8% | 218,285 | +9.7% | 2.70% | +4.2% |
| Q2 2017 | $12,405,000 | +14.2% | 199,027 | +15.1% | 2.59% | +8.7% |
| Q1 2017 | $10,862,000 | +39.3% | 172,937 | +27.3% | 2.38% | +27.1% |
| Q4 2016 | $7,798,000 | +9.5% | 135,860 | +4.6% | 1.88% | +3.7% |
| Q3 2016 | $7,122,000 | +7.3% | 129,869 | -1.1% | 1.81% | +1.9% |
| Q2 2016 | $6,636,000 | -23.5% | 131,323 | -21.4% | 1.78% | -17.5% |
| Q1 2016 | $8,677,000 | +8.8% | 167,128 | +12.8% | 2.15% | +13.4% |
| Q4 2015 | $7,973,000 | -32.8% | 148,165 | -31.8% | 1.90% | -36.3% |
| Q3 2015 | $11,868,000 | +32.6% | 217,165 | +49.5% | 2.98% | +35.9% |
| Q2 2015 | $8,948,000 | +30.2% | 145,282 | +39.8% | 2.19% | +27.1% |
| Q1 2015 | $6,875,000 | +824.1% | 103,952 | +677.2% | 1.72% | +754.0% |
| Q4 2014 | $744,000 | – | 13,375 | – | 0.20% | – |
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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% |