WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 338 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $491,000 | +13.4% | 7,680 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $433,000 | -17.8% | 7,680 | -7.9% | 0.01% | +9.1% |
| Q3 2018 | $527,000 | 0.0% | 8,340 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $527,000 | -34.5% | 8,340 | -35.0% | 0.01% | -36.8% |
| Q1 2018 | $805,000 | -26.4% | 12,840 | -25.2% | 0.02% | -24.0% |
| Q4 2017 | $1,094,000 | +4.3% | 17,176 | +6.0% | 0.02% | -3.8% |
| Q3 2017 | $1,049,000 | +3.9% | 16,207 | 0.0% | 0.03% | +4.0% |
| Q2 2017 | $1,010,000 | +287.0% | 16,207 | +234.2% | 0.02% | +108.3% |
| Q4 2015 | $261,000 | -7.1% | 4,850 | -5.8% | 0.01% | -7.7% |
| Q3 2015 | $281,000 | -97.0% | 5,150 | -96.6% | 0.01% | -96.4% |
| Q2 2015 | $9,443,000 | -30.8% | 153,321 | -25.7% | 0.36% | -33.8% |
| Q1 2015 | $13,654,000 | – | 206,443 | – | 0.55% | – |
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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% |