Heritage Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 65 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$653,000
+7.8%
20,372
+7.3%
0.13%
-43.6%
Q2 2018$606,000
-14.8%
18,984
-17.9%
0.23%
-23.1%
Q1 2018$711,000
+32.6%
23,120
+36.9%
0.30%
+28.8%
Q4 2017$536,000
+24.4%
16,888
+20.1%
0.23%
+5.5%
Q3 2017$431,000
+50.2%
14,057
+45.7%
0.22%
+45.6%
Q2 2017$287,000
+13.4%
9,650
+9.6%
0.15%
+9.6%
Q1 2017$253,0008,8080.14%
Other shareholders
WISDOMTREE TR shareholders Q2 2017
NameSharesValueWeighting ↓
Americana Partners, LLC 275,271$10,000,0005.60%
Summit Asset Management, LLC 356,736$12,960,0005.53%
Trinity Wealth Management, LLC 101,307$3,680,0003.70%
FIFTH THIRD SECURITIES, INC. 104,004$3,778,438,0003.08%
Ameritas Investment Company, LLC 368,267$13,379,0002.81%
WESCAP Management Group, Inc. 192,289$6,985,0002.72%
CLIENT 1ST ADVISORY GROUP, LLC 74,143$2,694,0002.66%
Stewardship Advisors, LLC 102,344$3,718,0002.34%
VIVID FINANCIAL MANAGEMENT, INC. 58,306$2,164,0002.31%
Financial Enhancement Group LLC 162,253$5,895,0001.48%
View complete list of WISDOMTREE TR shareholders