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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $15,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | +7.1% | 216 | 0.0% | 0.00% | – |
| Q2 2019 | $14,000 | 0.0% | 216 | 0.0% | 0.00% | – |
| Q1 2019 | $14,000 | +16.7% | 216 | 0.0% | 0.00% | – |
| Q4 2018 | $12,000 | -42.9% | 216 | -33.7% | 0.00% | -100.0% |
| Q3 2018 | $21,000 | +50.0% | 326 | +50.9% | 0.00% | – |
| Q2 2018 | $14,000 | 0.0% | 216 | 0.0% | 0.00% | – |
| Q1 2018 | $14,000 | 0.0% | 216 | 0.0% | 0.00% | – |
| Q4 2017 | $14,000 | 0.0% | 216 | 0.0% | 0.00% | – |
| Q3 2017 | $14,000 | +7.7% | 216 | 0.0% | 0.00% | – |
| Q2 2017 | $13,000 | -7.1% | 216 | 0.0% | 0.00% | -100.0% |
| Q1 2017 | $14,000 | +16.7% | 216 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $12,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $12,000 | +9.1% | 216 | 0.0% | 0.00% | – |
| Q2 2016 | $11,000 | 0.0% | 216 | 0.0% | 0.00% | – |
| Q1 2016 | $11,000 | -99.7% | 216 | -99.7% | 0.00% | -100.0% |
| Q4 2015 | $4,112,000 | -1.5% | 76,410 | +0.1% | 0.18% | -2.2% |
| Q3 2015 | $4,173,000 | +10.2% | 76,358 | +24.2% | 0.18% | +24.7% |
| Q2 2015 | $3,788,000 | -8.3% | 61,490 | -1.6% | 0.15% | -6.4% |
| Q1 2015 | $4,133,000 | +18.9% | 62,490 | 0.0% | 0.16% | +18.2% |
| Q4 2014 | $3,476,000 | – | 62,490 | – | 0.13% | – |
Download | ||||||
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% |