WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 250 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 56.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $2,895,000 | – | 51,290 | – | 0.31% | – |
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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% |