WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 384 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $8,518,000 | -22.7% | 120,680 | -26.3% | 5.84% | -22.2% |
| Q3 2019 | $11,016,000 | +2.1% | 163,718 | +0.4% | 7.51% | +1.6% |
| Q2 2019 | $10,791,000 | +4.6% | 163,135 | +1.1% | 7.39% | +0.5% |
| Q1 2019 | $10,313,000 | +13.5% | 161,369 | +0.2% | 7.35% | -0.9% |
| Q4 2018 | $9,087,000 | -11.1% | 161,004 | -0.4% | 7.42% | -3.7% |
| Q3 2018 | $10,222,000 | +2.1% | 161,695 | +1.9% | 7.71% | +1.3% |
| Q2 2018 | $10,015,000 | +1.4% | 158,628 | +0.7% | 7.60% | -3.8% |
| Q1 2018 | $9,877,000 | -1.9% | 157,472 | -0.3% | 7.91% | -0.9% |
| Q4 2017 | $10,067,000 | -0.8% | 158,012 | +0.7% | 7.98% | -3.3% |
| Q3 2017 | $10,151,000 | +5.9% | 156,900 | +2.0% | 8.25% | +1.4% |
| Q2 2017 | $9,587,000 | -0.4% | 153,823 | +0.4% | 8.14% | +0.2% |
| Q1 2017 | $9,626,000 | +75.8% | 153,250 | +60.7% | 8.12% | +63.4% |
| Q4 2016 | $5,474,000 | -29.6% | 95,360 | -34.1% | 4.97% | -30.7% |
| Q3 2016 | $7,775,000 | +2.6% | 144,673 | -3.5% | 7.18% | +6.2% |
| Q2 2016 | $7,577,000 | -2.6% | 149,947 | +0.1% | 6.75% | -4.3% |
| Q1 2016 | $7,776,000 | -0.6% | 149,770 | +3.0% | 7.06% | -14.3% |
| Q4 2015 | $7,824,000 | -2.1% | 145,394 | -0.5% | 8.24% | +10.7% |
| Q3 2015 | $7,989,000 | -1.7% | 146,181 | +10.8% | 7.44% | -4.4% |
| Q2 2015 | $8,129,000 | +135383.3% | 131,989 | +146554.4% | 7.79% | +155640.0% |
| Q1 2015 | $6,000 | – | 90 | – | 0.01% | – |
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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% |