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 2015 | $6,625,000 | +19.1% | 123,123 | +20.9% | 5.85% | +13.0% |
| Q3 2015 | $5,564,000 | +10.0% | 101,806 | +23.9% | 5.18% | +14.6% |
| Q2 2015 | $5,059,000 | +14.2% | 82,145 | +22.7% | 4.52% | +3.3% |
| Q1 2015 | $4,429,000 | +32.1% | 66,959 | +11.1% | 4.37% | +28.6% |
| Q4 2014 | $3,352,000 | +84.4% | 60,267 | +91.6% | 3.40% | +179.4% |
| Q3 2014 | $1,818,000 | – | 31,460 | – | 1.22% | – |
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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% |