WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 306 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $283,000 | -9.3% | 4,464 | -9.4% | 0.04% | -16.7% |
| Q2 2018 | $312,000 | +3.7% | 4,929 | +4.3% | 0.05% | -6.9% |
| Q4 2017 | $301,000 | +3.4% | 4,728 | +5.0% | 0.06% | -7.9% |
| Q3 2017 | $291,000 | -35.6% | 4,501 | -37.9% | 0.06% | -39.4% |
| Q2 2017 | $452,000 | +45.8% | 7,251 | +47.1% | 0.10% | +35.1% |
| Q1 2017 | $310,000 | +9.5% | 4,930 | +0.0% | 0.08% | 0.0% |
| Q4 2016 | $283,000 | +7.2% | 4,929 | +0.0% | 0.08% | 0.0% |
| Q3 2016 | $264,000 | -3.6% | 4,927 | -9.2% | 0.08% | -9.4% |
| Q2 2016 | $274,000 | -11.0% | 5,426 | -8.3% | 0.08% | -15.8% |
| Q1 2016 | $308,000 | -35.6% | 5,914 | -33.4% | 0.10% | -38.0% |
| Q4 2015 | $478,000 | -5.0% | 8,875 | -3.6% | 0.16% | -9.9% |
| Q3 2015 | $503,000 | -22.7% | 9,209 | -13.3% | 0.18% | -16.6% |
| Q2 2015 | $651,000 | +2.5% | 10,626 | +10.7% | 0.22% | -0.9% |
| Q1 2015 | $635,000 | – | 9,601 | – | 0.22% | – |
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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% |