Winfield Associates, Inc. - WISDOMTREE TR ownership

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
Winfield Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2016$1,016,000
-36.9%
19,575
-34.6%
0.69%
-36.1%
Q4 2015$1,611,000
-4.1%
29,935
-2.6%
1.08%
-14.1%
Q3 2015$1,680,000
-22.4%
30,735
-12.6%
1.26%
-15.3%
Q2 2015$2,166,000
-0.6%
35,160
+6.8%
1.48%
-2.9%
Q1 2015$2,178,000
+459.9%
32,925
+370.4%
1.53%
+433.9%
Q4 2014$389,000
-7.8%
7,000
-4.1%
0.29%
-8.9%
Q3 2014$422,000
-10.8%
7,300
-9.9%
0.31%
-8.5%
Q2 2014$473,000
-2.7%
8,100
-5.8%
0.34%
-14.7%
Q1 2014$486,000
-57.0%
8,600
-57.2%
0.40%
-56.7%
Q4 2013$1,129,00020,0850.93%
Other shareholders
WISDOMTREE TR shareholders Q2 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