WFG Advisors, LP - WISDOMTREE TR ownership

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
WFG Advisors, LP ownership history of WISDOMTREE TR
ValueSharesWeighting
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$139,0002,0990.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2015
NameSharesValueWeighting ↓
Progeny 3, Inc. 545,350$29,345,00023.06%
Orgel Wealth Management, LLC 492,458$26,499,00022.64%
UNITED BANK 182,489$9,820,00011.85%
Heritage Wealth Advisors 249,646$13,439,00011.32%
DeGreen Capital Management LLC 225,256$12,121,00011.32%
RiverFront Investment Group, LLC 6,440,660$346,573,00010.03%
Horan Capital Advisors, LLC. 213,134$11,469,0009.58%
Financial Advantage, Inc. 145,394$7,824,0008.24%
Cornerstone Financial Partners, LLC 401,494$21,600,0007.98%
Permanens Capital L.P. 325,398$17,510,0007.37%
View complete list of WISDOMTREE TR shareholders