Cornerstone Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 306 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$56,000
-80.4%
698
-84.4%
0.01%
-91.8%
Q4 2017$286,000
-1.4%
4,483
+0.0%
0.10%0.0%
Q3 2017$290,000
-13.4%
4,482
-16.7%
0.10%
-12.5%
Q2 2017$335,000
-2.6%
5,379
-1.8%
0.11%
-35.6%
Q1 2017$344,000
+45.1%
5,477
+32.4%
0.17%
-2.2%
Q4 2016$237,000
+11.8%
4,136
+4.8%
0.18%
+2.3%
Q3 2016$212,0003,9460.17%
Other shareholders
WISDOMTREE TR shareholders Q3 2016
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