WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 111 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $312,000 | +4.3% | 4,413 | -0.7% | 0.07% | +1.4% |
| Q3 2019 | $299,000 | +1.0% | 4,445 | -0.7% | 0.07% | -1.4% |
| Q2 2019 | $296,000 | -2.6% | 4,478 | -5.7% | 0.07% | 0.0% |
| Q1 2019 | $304,000 | +13.0% | 4,751 | -0.2% | 0.07% | +4.3% |
| Q4 2018 | $269,000 | -14.1% | 4,761 | -3.9% | 0.07% | -2.8% |
| Q3 2018 | $313,000 | -4.0% | 4,956 | -4.1% | 0.07% | -9.0% |
| Q2 2018 | $326,000 | +2.2% | 5,169 | +1.6% | 0.08% | +4.0% |
| Q1 2018 | $319,000 | -5.1% | 5,087 | -3.4% | 0.08% | -3.8% |
| Q4 2017 | $336,000 | -13.2% | 5,266 | -11.9% | 0.08% | -15.2% |
| Q3 2017 | $387,000 | -6.5% | 5,980 | -9.9% | 0.09% | -12.4% |
| Q2 2017 | $414,000 | -13.4% | 6,637 | -12.7% | 0.10% | -15.3% |
| Q1 2017 | $478,000 | +6.2% | 7,604 | -3.0% | 0.12% | +3.3% |
| Q4 2016 | $450,000 | +4.2% | 7,837 | -2.5% | 0.12% | +3.4% |
| Q3 2016 | $432,000 | -31.4% | 8,037 | -35.6% | 0.12% | -33.7% |
| Q2 2016 | $630,000 | -18.6% | 12,473 | -16.4% | 0.18% | -20.5% |
| Q1 2016 | $774,000 | -94.3% | 14,913 | -94.1% | 0.22% | -94.6% |
| Q4 2015 | $13,569,000 | +1.4% | 252,170 | +3.0% | 4.05% | -0.4% |
| Q3 2015 | $13,381,000 | +5.0% | 244,843 | +18.3% | 4.06% | +6.3% |
| Q2 2015 | $12,745,000 | -5.0% | 206,933 | +2.0% | 3.82% | -5.7% |
| Q1 2015 | $13,419,000 | +32.2% | 202,884 | +11.2% | 4.05% | +30.9% |
| Q4 2014 | $10,152,000 | +62.8% | 182,527 | +69.1% | 3.10% | +63.2% |
| Q3 2014 | $6,237,000 | – | 107,947 | – | 1.90% | – |
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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% |