WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 385 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $561,404 | -7.2% | 12,421 | -0.8% | 0.02% | -11.1% |
| Q1 2024 | $604,844 | +14.7% | 12,525 | +1.8% | 0.02% | +5.9% |
| Q4 2023 | $527,141 | +11.1% | 12,302 | +2.4% | 0.02% | -5.6% |
| Q3 2023 | $474,580 | +81.0% | 12,014 | +275.2% | 0.02% | +80.0% |
| Q2 2023 | $262,191 | -0.1% | 3,202 | +0.3% | 0.01% | -9.1% |
| Q1 2023 | $262,368 | +524.7% | 3,191 | +462.8% | 0.01% | +450.0% |
| Q1 2022 | $42,000 | -39.1% | 567 | -49.5% | 0.00% | -92.3% |
| Q3 2020 | $69,000 | -68.5% | 1,122 | -68.1% | 0.03% | -25.7% |
| Q2 2017 | $219,000 | -17.4% | 3,516 | -28.7% | 0.04% | -39.7% |
| Q4 2015 | $265,000 | -62.0% | 4,933 | -61.4% | 0.06% | -67.2% |
| Q3 2015 | $698,000 | -14.9% | 12,780 | -4.1% | 0.18% | -9.2% |
| Q2 2015 | $820,000 | +0.2% | 13,321 | +7.7% | 0.20% | +7.1% |
| Q1 2015 | $818,000 | – | 12,370 | – | 0.18% | – |
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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% |