WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 331 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $367,000 | +4.9% | 5,204 | +0.1% | 0.06% | -1.6% |
| Q3 2019 | $350,000 | +2.6% | 5,199 | +0.8% | 0.06% | 0.0% |
| Q2 2019 | $341,000 | +3.3% | 5,159 | 0.0% | 0.06% | -1.6% |
| Q1 2019 | $330,000 | +13.4% | 5,159 | 0.0% | 0.06% | -4.5% |
| Q4 2018 | $291,000 | -10.7% | 5,159 | 0.0% | 0.07% | -9.5% |
| Q3 2018 | $326,000 | 0.0% | 5,159 | 0.0% | 0.07% | -15.9% |
| Q2 2018 | $326,000 | +1.9% | 5,159 | +1.0% | 0.09% | -4.3% |
| Q1 2018 | $320,000 | -1.5% | 5,106 | +0.2% | 0.09% | +8.2% |
| Q4 2017 | $325,000 | -1.5% | 5,096 | +0.0% | 0.08% | -7.6% |
| Q3 2017 | $330,000 | +4.8% | 5,095 | +0.8% | 0.09% | -2.1% |
| Q2 2017 | $315,000 | +5.7% | 5,054 | +6.4% | 0.09% | +2.2% |
| Q1 2017 | $298,000 | +9.6% | 4,750 | +0.2% | 0.09% | +13.6% |
| Q4 2016 | $272,000 | +7.1% | 4,742 | +0.1% | 0.08% | -2.4% |
| Q3 2016 | $254,000 | +6.3% | 4,735 | 0.0% | 0.08% | -5.7% |
| Q2 2016 | $239,000 | -21.9% | 4,735 | -19.6% | 0.09% | -43.9% |
| Q1 2016 | $306,000 | -22.9% | 5,890 | -20.1% | 0.16% | -20.7% |
| Q4 2015 | $397,000 | +2.8% | 7,373 | +4.3% | 0.20% | -10.8% |
| Q3 2015 | $386,000 | -16.1% | 7,068 | -5.4% | 0.22% | -3.5% |
| Q2 2015 | $460,000 | +42.0% | 7,472 | +52.4% | 0.23% | +39.4% |
| Q1 2015 | $324,000 | – | 4,902 | – | 0.16% | – |
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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% |