WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 111 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2016 | $510,000 | -27.8% | 10,100 | -25.7% | 0.23% | -27.6% |
Q1 2016 | $706,000 | -65.2% | 13,600 | -63.9% | 0.32% | -64.5% |
Q4 2015 | $2,029,000 | -2.5% | 37,700 | -1.0% | 0.89% | -1.9% |
Q3 2015 | $2,081,000 | -22.3% | 38,070 | -12.4% | 0.90% | -27.3% |
Q2 2015 | $2,677,000 | -8.4% | 43,460 | -1.7% | 1.24% | -11.3% |
Q1 2015 | $2,923,000 | -24.6% | 44,190 | -36.6% | 1.40% | -26.7% |
Q4 2014 | $3,876,000 | +9.3% | 69,690 | +13.6% | 1.91% | +6.8% |
Q3 2014 | $3,545,000 | +323.0% | 61,345 | +327.6% | 1.79% | +330.8% |
Q2 2014 | $838,000 | – | 14,345 | – | 0.42% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Progeny 3, Inc. | 545,350 | $29,345,000 | 23.06% |
Orgel Wealth Management, LLC | 492,458 | $26,499,000 | 22.64% |
UNITED BANK | 182,489 | $9,820,000 | 11.85% |
Heritage Wealth Advisors | 249,646 | $13,439,000 | 11.32% |
DeGreen Capital Management LLC | 225,256 | $12,121,000 | 11.32% |
RiverFront Investment Group, LLC | 6,440,660 | $346,573,000 | 10.03% |
Horan Capital Advisors, LLC. | 213,134 | $11,469,000 | 9.58% |
Financial Advantage, Inc. | 145,394 | $7,824,000 | 8.24% |
Cornerstone Financial Partners, LLC | 401,494 | $21,600,000 | 7.98% |
Permanens Capital L.P. | 325,398 | $17,510,000 | 7.37% |