Venturi Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 308 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.6%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2017$233,000
-88.5%
3,739
-88.6%
0.05%
-88.7%
Q1 2017$2,021,000
+100.9%
32,693
+86.6%
0.47%
+65.0%
Q4 2016$1,006,000
+281.1%
17,524
+257.3%
0.28%
+221.6%
Q3 2016$264,000
-49.6%
4,905
-52.7%
0.09%
-50.6%
Q2 2016$524,000
-46.9%
10,362
-45.4%
0.18%
-51.6%
Q1 2016$986,000
-75.1%
18,995
-74.2%
0.37%
-79.6%
Q4 2015$3,963,00073,6481.80%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Orgel Wealth Management, LLC 492,501$25,571,00016.06%
RAMSEY ASSET MANAGEMENT 125,325$6,507,00011.99%
Heritage Wealth Advisors 254,908$13,233,00010.37%
Horan Capital Advisors, LLC. 235,632$12,234,0009.51%
RiverFront Investment Group, LLC 6,346,075$329,488,0008.89%
Permanens Capital L.P. 312,311$16,215,0008.39%
Financial Advantage, Inc. 149,770$7,776,0007.06%
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 525,933$27,306,0006.10%
UNITED BANK 111,258$5,777,0005.79%
Janney Capital Management LLC 1,889,116$98,082,0005.28%
View complete list of WISDOMTREE TR shareholders