WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 387 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is 0.33 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $4,764,000 | +4.3% | 88,533 | +6.0% | 2.86% | -1.6% |
| Q3 2015 | $4,566,000 | -8.6% | 83,557 | +3.0% | 2.90% | -0.6% |
| Q2 2015 | $4,998,000 | +7.7% | 81,157 | +15.7% | 2.92% | +6.7% |
| Q1 2015 | $4,640,000 | +173.3% | 70,151 | +129.8% | 2.74% | +148.5% |
| Q4 2014 | $1,698,000 | +59.0% | 30,531 | +65.2% | 1.10% | +60.6% |
| Q3 2014 | $1,068,000 | +116.6% | 18,481 | +119.2% | 0.69% | +115.0% |
| Q2 2014 | $493,000 | +3.4% | 8,431 | +0.0% | 0.32% | -15.2% |
| Q1 2014 | $477,000 | +0.6% | 8,428 | 0.0% | 0.38% | -15.3% |
| Q4 2013 | $474,000 | – | 8,428 | – | 0.44% | – |
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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% |