WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 262 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $16,475,000 | -3.9% | 233,400 | -8.4% | 2.78% | +1.3% |
| Q3 2019 | $17,139,000 | +7.1% | 254,718 | +5.4% | 2.74% | +5.6% |
| Q2 2019 | $15,996,000 | +3.7% | 241,742 | +0.2% | 2.60% | +1.9% |
| Q1 2019 | $15,425,000 | +8.5% | 241,358 | -4.2% | 2.55% | -1.0% |
| Q4 2018 | $14,219,000 | -9.8% | 251,934 | +1.0% | 2.58% | +6.1% |
| Q3 2018 | $15,771,000 | +11.2% | 249,473 | +11.1% | 2.43% | +1.0% |
| Q2 2018 | $14,182,000 | +5.9% | 224,618 | +5.2% | 2.40% | -0.6% |
| Q1 2018 | $13,390,000 | – | 213,485 | – | 2.42% | – |
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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% |