COBIZ WEALTH, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 195 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
COBIZ WEALTH, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2015$2,112,000
-6.1%
39,246
-4.7%
0.50%
-8.8%
Q3 2015$2,250,000
-26.5%
41,166
-17.2%
0.55%
-20.0%
Q2 2015$3,060,000
+69.8%
49,689
+82.4%
0.68%
+70.1%
Q1 2015$1,802,00027,2460.40%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 225,461$10,193,0927.76%
Private Portfolio Partners LLC 186,138$8,415,3186.85%
Permanens Capital L.P. 958,465$43,332,2034.42%
RETIREMENT FINANCIAL SOLUTIONS, LLC 130,253$5,888,7212.77%
Sharper & Granite LLC 114,322$5,168,5022.46%
Hall Kathryn A. 163,870$7,408,5631.71%
CONDOR CAPITAL MANAGEMENT 162,851$7,362,5330.70%
Sage Capital Management, LLC 27,759$1,254,9000.66%
Cooksen Wealth, LLC 11,517$520,6840.52%
VALLEY WEALTH MANAGERS, INC. 137,536$6,218,0140.50%
View complete list of WISDOMTREE TR shareholders