WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 322 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,908,000 | -1.6% | 46,369 | 0.0% | 0.58% | -3.3% |
| Q4 2017 | $2,954,000 | -2.2% | 46,369 | -0.6% | 0.60% | -1.8% |
| Q3 2017 | $3,019,000 | -37.6% | 46,669 | -39.9% | 0.61% | -38.3% |
| Q2 2017 | $4,841,000 | -12.8% | 77,669 | -12.1% | 0.99% | -12.6% |
| Q1 2017 | $5,552,000 | +4.8% | 88,393 | -4.2% | 1.14% | -8.3% |
| Q4 2016 | $5,298,000 | – | 92,293 | – | 1.24% | – |
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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% |