Patten Group, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 297 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
Patten Group, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$149,000
-65.7%
2,645
-61.5%
0.07%
-57.0%
Q3 2018$434,000
-3.8%
6,865
-4.0%
0.16%
-8.8%
Q2 2018$451,000
+0.7%
7,1500.0%0.18%
-1.6%
Q1 2018$448,000
-1.8%
7,1500.0%0.18%
+1.7%
Q4 2017$456,000
-1.5%
7,150
-0.1%
0.18%
-3.2%
Q3 2017$463,000
+4.0%
7,155
+1.4%
0.19%
+3.9%
Q2 2017$445,000
-3.9%
7,055
-3.9%
0.18%
-10.4%
Q1 2017$463,000
+3.3%
7,338
-4.4%
0.20%0.0%
Q4 2016$448,000
-99.9%
7,675
+12.4%
0.20%
+17.5%
Q3 2016$364,660,000
-7.1%
6,831
-12.1%
0.17%
-7.1%
Q2 2016$392,668,000
-16.4%
7,771
-14.1%
0.18%
-17.5%
Q1 2016$469,927,000
-5.7%
9,051
-2.3%
0.22%
-7.1%
Q4 2015$498,442,000
+23.3%
9,263
+25.2%
0.24%
+15.4%
Q3 2015$404,191,000
-10.8%
7,396
+0.6%
0.21%
-3.3%
Q2 2015$452,994,000
+76290.2%
7,355
-18.0%
0.22%
-29.3%
Q1 2015$593,000
+37.9%
8,965
+16.1%
0.30%
+45.5%
Q4 2014$430,0007,7250.21%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Progeny 3, Inc. 545,350$29,345,00023.06%
Orgel Wealth Management, LLC 492,458$26,499,00022.64%
UNITED BANK 182,489$9,820,00011.85%
Heritage Wealth Advisors 249,646$13,439,00011.32%
DeGreen Capital Management LLC 225,256$12,121,00011.32%
RiverFront Investment Group, LLC 6,440,660$346,573,00010.03%
Horan Capital Advisors, LLC. 213,134$11,469,0009.58%
Financial Advantage, Inc. 145,394$7,824,0008.24%
Cornerstone Financial Partners, LLC 401,494$21,600,0007.98%
Permanens Capital L.P. 325,398$17,510,0007.37%
View complete list of WISDOMTREE TR shareholders