WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 297 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |