WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 308 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,761,000 | +2.4% | 28,260 | +3.3% | 0.15% | 0.0% |
| Q1 2017 | $1,719,000 | -0.7% | 27,370 | -9.2% | 0.15% | -4.3% |
| Q4 2016 | $1,731,000 | +6.9% | 30,152 | 0.0% | 0.16% | +8.1% |
| Q3 2016 | $1,620,000 | +6.3% | 30,152 | 0.0% | 0.15% | -9.1% |
| Q2 2016 | $1,524,000 | +3.6% | 30,152 | +6.4% | 0.16% | +3.8% |
| Q1 2016 | $1,471,000 | -3.5% | 28,341 | 0.0% | 0.16% | -9.7% |
| Q4 2015 | $1,525,000 | +6.8% | 28,341 | +8.5% | 0.18% | +5.4% |
| Q3 2015 | $1,428,000 | -11.0% | 26,126 | +0.2% | 0.17% | -0.6% |
| Q2 2015 | $1,605,000 | -6.9% | 26,062 | 0.0% | 0.17% | -0.6% |
| Q1 2015 | $1,724,000 | – | 26,062 | – | 0.17% | – |
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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% |