WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 387 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is 0.33 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2017 | $212,000 | +6.5% | 3,408 | +7.5% | 0.05% | -9.4% |
Q1 2017 | $199,000 | -19.1% | 3,171 | -26.0% | 0.05% | -11.7% |
Q4 2016 | $246,000 | +11.8% | 4,285 | +4.8% | 0.06% | +9.1% |
Q3 2016 | $220,000 | -0.5% | 4,089 | -6.4% | 0.06% | -6.8% |
Q2 2016 | $221,000 | -11.2% | 4,367 | -9.0% | 0.06% | -18.1% |
Q1 2016 | $249,000 | -6.4% | 4,799 | -2.9% | 0.07% | -10.0% |
Q4 2015 | $266,000 | -15.0% | 4,943 | -13.7% | 0.08% | -18.4% |
Q3 2015 | $313,000 | -8.5% | 5,725 | +3.0% | 0.10% | +4.3% |
Q2 2015 | $342,000 | +146.0% | 5,559 | +164.8% | 0.09% | +141.0% |
Q1 2015 | $139,000 | – | 2,099 | – | 0.04% | – |
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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% |