WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 352 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 4.30 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $231,000 | -22.5% | 3,681 | -23.0% | 0.04% | -28.6% |
| Q2 2017 | $298,000 | -0.7% | 4,781 | 0.0% | 0.06% | -8.7% |
| Q1 2017 | $300,000 | +0.3% | 4,781 | -8.2% | 0.07% | +7.8% |
| Q4 2016 | $299,000 | -11.5% | 5,209 | -17.1% | 0.06% | -20.0% |
| Q3 2016 | $338,000 | 0.0% | 6,286 | -6.0% | 0.08% | -2.4% |
| Q2 2016 | $338,000 | -17.0% | 6,684 | -14.7% | 0.08% | -18.8% |
| Q1 2016 | $407,000 | -64.8% | 7,839 | -63.5% | 0.10% | -63.5% |
| Q4 2015 | $1,155,000 | -15.8% | 21,459 | -14.5% | 0.28% | -22.2% |
| Q3 2015 | $1,371,000 | -17.3% | 25,084 | -6.7% | 0.36% | -16.6% |
| Q2 2015 | $1,657,000 | +15.1% | 26,899 | +23.6% | 0.43% | +15.4% |
| Q1 2015 | $1,440,000 | – | 21,765 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 486,000 | $27,430,000 | 37.06% |
| Financial Advantage, Inc. | 161,004 | $9,087,000 | 7.42% |
| Permanens Capital L.P. | 215,425 | $12,159,000 | 4.58% |
| Intercontinental Wealth Advisors, LLC | 129,745 | $7,323,000 | 4.09% |
| Evolution Wealth Advisors, LLC | 132,054 | $7,453,000 | 3.40% |
| Clearwater Capital Advisors, LLC | 273,496 | $15,436,000 | 3.38% |
| Janney Capital Management LLC | 1,046,878 | $59,086,000 | 3.19% |
| TPG Financial Advisors, LLC | 47,112 | $2,659,000 | 2.89% |
| GenTrust, LLC | 283,460 | $15,998,000 | 2.86% |
| Itau Unibanco Holding S.A. | 1,032,543 | $58,277,000 | 2.64% |