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 2020 | $216,000 | -59.0% | 4,213 | -43.7% | 0.01% | -50.0% |
Q4 2019 | $527,000 | +57.3% | 7,488 | +49.2% | 0.02% | +50.0% |
Q3 2019 | $335,000 | -27.5% | 5,018 | -28.2% | 0.01% | -25.0% |
Q2 2019 | $462,000 | -20.3% | 6,985 | -23.2% | 0.02% | -20.0% |
Q1 2019 | $580,000 | +13.3% | 9,093 | +0.4% | 0.02% | 0.0% |
Q4 2018 | $512,000 | -61.0% | 9,053 | -56.4% | 0.02% | -55.6% |
Q3 2018 | $1,313,000 | -13.5% | 20,759 | -13.6% | 0.04% | -21.1% |
Q2 2018 | $1,518,000 | -19.3% | 24,023 | -20.1% | 0.06% | -21.9% |
Q1 2018 | $1,881,000 | -7.9% | 30,053 | -6.2% | 0.07% | -9.9% |
Q4 2017 | $2,043,000 | -5.9% | 32,023 | -5.0% | 0.08% | -13.8% |
Q3 2017 | $2,171,000 | -32.2% | 33,692 | -34.5% | 0.09% | -34.3% |
Q2 2017 | $3,203,000 | +178.0% | 51,445 | +180.5% | 0.14% | +138.3% |
Q1 2017 | $1,152,000 | -3.8% | 18,342 | -12.1% | 0.06% | -1.6% |
Q4 2016 | $1,198,000 | -7.6% | 20,872 | -13.5% | 0.06% | -11.6% |
Q3 2016 | $1,296,000 | +2.0% | 24,120 | -3.7% | 0.07% | -2.8% |
Q2 2016 | $1,271,000 | -47.8% | 25,046 | -46.5% | 0.07% | -47.4% |
Q1 2016 | $2,436,000 | -37.7% | 46,809 | -35.6% | 0.14% | -33.2% |
Q4 2015 | $3,908,000 | -41.0% | 72,660 | -40.5% | 0.20% | -44.5% |
Q3 2015 | $6,626,000 | -23.2% | 122,083 | -13.2% | 0.36% | -5.7% |
Q2 2015 | $8,622,000 | +175.6% | 140,673 | +197.9% | 0.39% | +86.5% |
Q1 2015 | $3,129,000 | +245.0% | 47,228 | +192.0% | 0.21% | +213.6% |
Q4 2014 | $907,000 | -55.9% | 16,176 | -53.7% | 0.07% | -56.3% |
Q2 2014 | $2,055,000 | – | 34,964 | – | 0.15% | – |
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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% |