WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 262 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $515,000 | +4.9% | 7,302 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $491,000 | +1.7% | 7,302 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $483,000 | -5.7% | 7,302 | -8.9% | 0.04% | -11.9% |
| Q1 2019 | $512,000 | +3.9% | 8,011 | -8.3% | 0.04% | -8.7% |
| Q4 2018 | $493,000 | -10.5% | 8,740 | +0.3% | 0.05% | +9.5% |
| Q3 2018 | $551,000 | +0.2% | 8,715 | 0.0% | 0.04% | -4.5% |
| Q2 2018 | $550,000 | -1.4% | 8,715 | -2.0% | 0.04% | -2.2% |
| Q1 2018 | $558,000 | +1.5% | 8,890 | +2.9% | 0.04% | +2.3% |
| Q4 2017 | $550,000 | -17.4% | 8,640 | -16.0% | 0.04% | -20.0% |
| Q3 2017 | $666,000 | +3.9% | 10,290 | 0.0% | 0.06% | +1.9% |
| Q2 2017 | $641,000 | -0.8% | 10,290 | 0.0% | 0.05% | -3.6% |
| Q1 2017 | $646,000 | +22.3% | 10,290 | +11.8% | 0.06% | +14.3% |
| Q4 2016 | $528,000 | +42.3% | 9,206 | +33.3% | 0.05% | +44.1% |
| Q3 2016 | $371,000 | +6.3% | 6,906 | 0.0% | 0.03% | +3.0% |
| Q2 2016 | $349,000 | -2.8% | 6,906 | 0.0% | 0.03% | -8.3% |
| Q1 2016 | $359,000 | -3.5% | 6,906 | 0.0% | 0.04% | -5.3% |
| Q4 2015 | $372,000 | – | 6,906 | – | 0.04% | – |
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% |