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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,000 | -20.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | -50.0% | 75 | -50.0% | 0.00% | -66.7% |
| Q3 2019 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +25.0% | 150 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $8,000 | -11.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | -73.5% | 150 | -72.7% | 0.00% | -77.8% |
| Q1 2018 | $34,000 | -24.4% | 550 | -21.4% | 0.01% | -30.8% |
| Q4 2017 | $45,000 | 0.0% | 700 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $45,000 | -62.5% | 700 | -63.6% | 0.01% | -64.1% |
| Q2 2017 | $120,000 | -0.8% | 1,925 | 0.0% | 0.04% | -2.5% |
| Q1 2017 | $121,000 | +10.0% | 1,925 | 0.0% | 0.04% | +5.3% |
| Q4 2016 | $110,000 | +6.8% | 1,925 | 0.0% | 0.04% | +8.6% |
| Q3 2016 | $103,000 | +194.3% | 1,925 | +175.0% | 0.04% | +191.7% |
| Q2 2016 | $35,000 | -63.2% | 700 | -61.6% | 0.01% | -64.7% |
| Q1 2016 | $95,000 | -62.3% | 1,825 | -61.0% | 0.03% | -62.2% |
| Q4 2015 | $252,000 | -1.6% | 4,685 | 0.0% | 0.09% | -7.2% |
| Q3 2015 | $256,000 | -38.2% | 4,685 | -30.2% | 0.10% | -37.4% |
| Q2 2015 | $414,000 | -6.8% | 6,715 | 0.0% | 0.16% | -8.3% |
| Q1 2015 | $444,000 | +45.6% | 6,715 | +22.4% | 0.17% | +38.5% |
| Q4 2014 | $305,000 | – | 5,485 | – | 0.12% | – |
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% |