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 | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $17,308,000 | +12.0% | 261,688 | -5.8% | 4.20% | +11.3% |
| Q4 2014 | $15,457,000 | -12.5% | 277,903 | -9.1% | 3.77% | -14.4% |
| Q3 2014 | $17,667,000 | -1.4% | 305,770 | -0.3% | 4.41% | +2.3% |
| Q2 2014 | $17,920,000 | -0.4% | 306,685 | -3.6% | 4.31% | +2.9% |
| Q1 2014 | $17,993,000 | -1.8% | 318,180 | -2.4% | 4.19% | -0.6% |
| Q4 2013 | $18,322,000 | +10.5% | 325,960 | +4.5% | 4.21% | +3.0% |
| Q3 2013 | $16,576,000 | – | 311,880 | – | 4.09% | – |
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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% |