WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 188 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $340,000 | -82.8% | 5,451 | -85.2% | 0.03% | -84.8% |
| Q3 2016 | $1,981,000 | -84.5% | 36,865 | -83.9% | 0.20% | -83.6% |
| Q2 2016 | $12,749,000 | +5125.0% | 229,022 | +5327.1% | 1.20% | +3441.2% |
| Q3 2014 | $244,000 | -62.7% | 4,220 | -62.3% | 0.03% | -62.2% |
| Q2 2014 | $654,000 | -25.3% | 11,198 | -27.7% | 0.09% | -29.1% |
| Q1 2014 | $876,000 | – | 15,488 | – | 0.13% | – |
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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% |