WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 312 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $833,000 | -7.2% | 12,569 | -13.5% | 0.25% | -26.5% |
| Q3 2020 | $898,000 | -13.7% | 14,535 | -15.2% | 0.34% | -15.9% |
| Q2 2020 | $1,040,000 | +9.9% | 17,131 | -7.2% | 0.40% | -10.6% |
| Q1 2020 | $946,000 | -46.0% | 18,460 | -25.6% | 0.45% | -36.7% |
| Q4 2019 | $1,751,000 | -3.1% | 24,806 | -7.6% | 0.71% | -10.3% |
| Q3 2019 | $1,807,000 | -20.9% | 26,857 | -22.2% | 0.79% | -19.6% |
| Q2 2019 | $2,284,000 | +0.2% | 34,520 | -3.3% | 0.99% | +0.7% |
| Q1 2019 | $2,280,000 | -24.3% | 35,683 | -25.1% | 0.98% | -6.7% |
| Q3 2018 | $3,013,000 | +3.4% | 47,654 | +3.2% | 1.05% | -1.0% |
| Q2 2018 | $2,915,000 | +0.1% | 46,162 | -0.6% | 1.06% | +6.3% |
| Q1 2018 | $2,912,000 | +20.1% | 46,421 | +22.0% | 1.00% | +10.5% |
| Q4 2017 | $2,424,000 | -11.8% | 38,048 | -10.4% | 0.90% | -20.5% |
| Q3 2017 | $2,747,000 | +9.6% | 42,457 | +5.6% | 1.14% | +0.8% |
| Q2 2017 | $2,507,000 | +94.6% | 40,216 | +96.1% | 1.13% | +72.4% |
| Q1 2017 | $1,288,000 | +17.7% | 20,511 | +7.6% | 0.66% | +15.1% |
| Q4 2016 | $1,094,000 | – | 19,062 | – | 0.57% | – |
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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% |