WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 312 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,435,000 | +4.9% | 20,334 | 0.0% | 0.16% | -3.6% |
| Q3 2019 | $1,368,000 | +1.6% | 20,334 | 0.0% | 0.17% | 0.0% |
| Q2 2019 | $1,346,000 | +3.5% | 20,334 | 0.0% | 0.17% | -4.6% |
| Q1 2019 | $1,300,000 | 0.0% | 20,334 | 0.0% | 0.18% | 0.0% |
| Q4 2018 | $1,300,000 | 0.0% | 20,334 | 0.0% | 0.18% | 0.0% |
| Q3 2018 | $1,300,000 | -32.8% | 20,334 | -33.6% | 0.18% | -31.6% |
| Q2 2018 | $1,934,000 | +2.9% | 30,634 | +2.2% | 0.26% | +4.1% |
| Q1 2018 | $1,879,000 | -17.4% | 29,960 | -16.1% | 0.25% | -17.4% |
| Q4 2017 | $2,275,000 | -1.3% | 35,709 | +0.2% | 0.30% | -6.6% |
| Q3 2017 | $2,305,000 | +3.8% | 35,625 | +0.0% | 0.32% | -4.2% |
| Q2 2017 | $2,220,000 | +0.7% | 35,616 | +1.5% | 0.33% | +3.7% |
| Q1 2017 | $2,204,000 | +9.5% | 35,090 | +0.1% | 0.32% | +5.9% |
| Q4 2016 | $2,012,000 | +30.3% | 35,049 | +22.0% | 0.30% | +35.3% |
| Q3 2016 | $1,544,000 | +6.5% | 28,740 | +0.2% | 0.22% | 0.0% |
| Q2 2016 | $1,450,000 | -57.8% | 28,677 | -56.7% | 0.22% | -61.5% |
| Q1 2016 | $3,436,000 | -2.0% | 66,169 | +1.5% | 0.58% | -6.3% |
| Q4 2015 | $3,507,000 | -64.6% | 65,177 | -64.0% | 0.62% | -63.7% |
| Q3 2015 | $9,894,000 | -51.5% | 181,039 | -45.3% | 1.71% | -41.6% |
| Q2 2015 | $20,390,000 | +33.4% | 331,050 | +43.3% | 2.93% | +44.9% |
| Q1 2015 | $15,280,000 | +11.9% | 231,015 | -5.9% | 2.02% | +12.3% |
| Q4 2014 | $13,654,000 | +1650.5% | 245,487 | +1718.4% | 1.80% | +1584.1% |
| Q3 2014 | $780,000 | – | 13,500 | – | 0.11% | – |
Download | ||||||
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% |