WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 352 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 4.30 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $552,000 | +8.4% | 9,092 | -8.5% | 0.14% | -12.3% |
| Q1 2020 | $509,000 | -55.2% | 9,933 | -38.3% | 0.16% | -45.7% |
| Q4 2019 | $1,137,000 | -0.4% | 16,109 | -5.1% | 0.30% | -12.8% |
| Q3 2019 | $1,142,000 | -5.5% | 16,978 | -7.0% | 0.34% | 0.0% |
| Q2 2019 | $1,209,000 | +5.0% | 18,265 | +1.5% | 0.34% | -1.7% |
| Q1 2019 | $1,151,000 | +63.3% | 18,002 | +44.2% | 0.35% | +38.3% |
| Q4 2018 | $705,000 | -17.1% | 12,485 | -7.1% | 0.25% | +3.7% |
| Q3 2018 | $850,000 | -4.7% | 13,446 | -4.9% | 0.24% | -9.6% |
| Q2 2018 | $892,000 | +29.8% | 14,134 | +28.8% | 0.27% | -5.3% |
| Q1 2018 | $687,000 | -54.5% | 10,973 | -53.7% | 0.28% | -47.7% |
| Q4 2017 | $1,509,000 | -2.1% | 23,689 | -0.6% | 0.54% | -6.7% |
| Q3 2017 | $1,542,000 | +77.0% | 23,829 | +70.6% | 0.58% | +77.5% |
| Q2 2017 | $871,000 | -9.9% | 13,966 | -9.3% | 0.33% | -11.8% |
| Q1 2017 | $967,000 | -35.9% | 15,396 | -41.4% | 0.37% | -43.2% |
| Q4 2016 | $1,509,000 | -14.6% | 26,294 | -20.1% | 0.66% | -12.0% |
| Q3 2016 | $1,768,000 | -6.5% | 32,907 | -12.0% | 0.75% | -16.2% |
| Q2 2016 | $1,891,000 | -23.2% | 37,414 | -21.1% | 0.89% | -27.7% |
| Q1 2016 | $2,461,000 | +0.1% | 47,393 | -26.6% | 1.23% | -19.3% |
| Q4 2015 | $2,459,000 | -32.6% | 64,603 | -3.2% | 1.53% | -32.9% |
| Q3 2015 | $3,647,000 | +52.4% | 66,732 | +81.6% | 2.27% | +54.7% |
| Q2 2015 | $2,393,000 | +31.2% | 36,747 | +33.4% | 1.47% | +3.3% |
| Q1 2015 | $1,824,000 | +191.8% | 27,548 | +145.9% | 1.42% | +249.4% |
| Q4 2014 | $625,000 | – | 11,201 | – | 0.41% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 545,350 | $29,345,000 | 23.06% |
| Orgel Wealth Management, LLC | 492,458 | $26,499,000 | 22.64% |
| UNITED BANK | 182,489 | $9,820,000 | 11.85% |
| Heritage Wealth Advisors | 249,646 | $13,439,000 | 11.32% |
| DeGreen Capital Management LLC | 225,256 | $12,121,000 | 11.32% |
| RiverFront Investment Group, LLC | 6,440,660 | $346,573,000 | 10.03% |
| Horan Capital Advisors, LLC. | 213,134 | $11,469,000 | 9.58% |
| Financial Advantage, Inc. | 145,394 | $7,824,000 | 8.24% |
| Cornerstone Financial Partners, LLC | 401,494 | $21,600,000 | 7.98% |
| Permanens Capital L.P. | 325,398 | $17,510,000 | 7.37% |