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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $7,000 | -94.3% | 142 | -91.9% | 0.00% | -93.5% |
| Q4 2019 | $123,000 | +4.2% | 1,747 | 0.0% | 0.03% | -3.1% |
| Q3 2019 | $118,000 | +1211.1% | 1,747 | +1130.3% | 0.03% | +1500.0% |
| Q2 2019 | $9,000 | 0.0% | 142 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $9,000 | +12.5% | 142 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 142 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $9,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | -72.7% | 142 | -75.4% | 0.00% | -80.0% |
| Q4 2016 | $33,000 | -60.2% | 577 | -62.6% | 0.02% | -65.1% |
| Q3 2016 | $83,000 | -62.4% | 1,542 | -64.7% | 0.04% | -62.6% |
| Q2 2016 | $221,000 | -2.6% | 4,365 | 0.0% | 0.12% | -5.7% |
| Q1 2016 | $227,000 | -3.0% | 4,365 | +0.2% | 0.12% | -11.6% |
| Q4 2015 | $234,000 | -26.2% | 4,356 | -24.9% | 0.14% | -28.1% |
| Q3 2015 | $317,000 | -16.8% | 5,803 | -6.3% | 0.19% | -10.7% |
| Q2 2015 | $381,000 | -7.1% | 6,193 | 0.0% | 0.22% | -10.8% |
| Q1 2015 | $410,000 | – | 6,193 | – | 0.24% | – |
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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% |