WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 323 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $453,000 | -0.2% | 6,836 | 0.0% | 0.44% | -3.5% |
| Q1 2018 | $454,000 | +4.1% | 6,836 | 0.0% | 0.45% | -9.6% |
| Q4 2017 | $436,000 | -83.6% | 6,836 | -84.0% | 0.50% | -84.9% |
| Q1 2017 | $2,665,000 | +9.4% | 42,613 | 0.0% | 3.30% | +14.1% |
| Q4 2016 | $2,435,000 | +6.3% | 42,613 | 0.0% | 2.89% | +15.5% |
| Q3 2016 | $2,290,000 | +6.4% | 42,613 | 0.0% | 2.50% | +21.2% |
| Q2 2016 | $2,153,000 | -2.7% | 42,613 | 0.0% | 2.06% | -0.7% |
| Q1 2016 | $2,212,000 | -13.2% | 42,613 | -10.1% | 2.08% | +16.2% |
| Q4 2015 | $2,549,000 | -1.5% | 47,375 | 0.0% | 1.79% | +6.6% |
| Q3 2015 | $2,589,000 | +7.9% | 47,375 | +21.6% | 1.68% | +10.5% |
| Q2 2015 | $2,400,000 | – | 38,975 | – | 1.52% | – |
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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% |