WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 197 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $212,000 | -19.4% | 3,466 | -32.1% | 0.02% | -39.5% |
| Q1 2020 | $263,000 | -30.4% | 5,101 | -4.5% | 0.04% | 0.0% |
| Q4 2019 | $378,000 | +5.9% | 5,344 | +0.1% | 0.04% | -2.6% |
| Q3 2019 | $357,000 | +6.9% | 5,341 | +5.2% | 0.04% | -7.1% |
| Q2 2019 | $334,000 | -22.1% | 5,075 | -24.6% | 0.04% | -27.6% |
| Q1 2019 | $429,000 | -1.4% | 6,734 | -12.6% | 0.06% | -14.7% |
| Q4 2018 | $435,000 | -44.4% | 7,702 | -37.7% | 0.07% | -28.4% |
| Q3 2018 | $782,000 | +6.4% | 12,367 | +6.3% | 0.10% | -4.0% |
| Q2 2018 | $735,000 | -7.8% | 11,632 | -8.5% | 0.10% | -5.7% |
| Q1 2018 | $797,000 | -12.6% | 12,709 | -10.9% | 0.10% | -13.2% |
| Q4 2017 | $912,000 | +2.1% | 14,257 | +3.3% | 0.12% | -6.2% |
| Q3 2017 | $893,000 | +32.7% | 13,808 | +27.4% | 0.13% | +15.2% |
| Q2 2017 | $673,000 | +10.3% | 10,837 | +11.5% | 0.11% | +8.7% |
| Q1 2017 | $610,000 | +15.7% | 9,722 | +5.8% | 0.10% | +18.4% |
| Q4 2016 | $527,000 | +47.6% | 9,189 | +37.6% | 0.09% | +45.0% |
| Q3 2016 | $357,000 | -13.3% | 6,676 | -18.2% | 0.06% | -16.7% |
| Q2 2016 | $412,000 | +9.6% | 8,164 | +12.8% | 0.07% | +5.9% |
| Q1 2016 | $376,000 | +12.6% | 7,240 | +15.2% | 0.07% | +11.5% |
| Q4 2015 | $334,000 | +2.8% | 6,282 | +4.8% | 0.06% | +1.7% |
| Q3 2015 | $325,000 | +12.8% | 5,993 | +28.1% | 0.06% | +27.7% |
| Q2 2015 | $288,000 | -8.6% | 4,677 | -1.9% | 0.05% | -11.3% |
| Q1 2015 | $315,000 | – | 4,767 | – | 0.05% | – |
Download | ||||||
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% |