WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 331 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.7%.
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. | 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% |