Edge Capital Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 259 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
Edge Capital Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$5,451,000
+101.3%
89,785
+69.9%
0.57%
+76.5%
Q1 2020$2,708,000
-63.7%
52,855
-50.0%
0.32%
-55.4%
Q4 2019$7,455,000
+23.6%
105,612
+17.8%
0.72%
+18.9%
Q3 2019$6,033,000
+81.5%
89,657
+78.5%
0.61%
+91.2%
Q2 2019$3,324,000
+6.9%
50,230
+3.2%
0.32%
+4.2%
Q1 2019$3,110,000
+7.4%
48,670
-5.1%
0.31%
-2.5%
Q4 2018$2,895,00051,2900.31%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$27,430,00037.06%
Financial Advantage, Inc. 161,004$9,087,0007.42%
Permanens Capital L.P. 215,425$12,159,0004.58%
Intercontinental Wealth Advisors, LLC 129,745$7,323,0004.09%
Evolution Wealth Advisors, LLC 132,054$7,453,0003.40%
Clearwater Capital Advisors, LLC 273,496$15,436,0003.38%
Janney Capital Management LLC 1,046,878$59,086,0003.19%
TPG Financial Advisors, LLC 47,112$2,659,0002.89%
GenTrust, LLC 283,460$15,998,0002.86%
Itau Unibanco Holding S.A. 1,032,543$58,277,0002.64%
View complete list of WISDOMTREE TR shareholders