HEADINVEST, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EUDG and the CUSIP is 97717X610. A total of 39 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HEADINVEST, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$305,450
-7.0%
10,8280.0%0.07%
-7.0%
Q2 2023$328,424
+23.8%
10,828
+23.0%
0.07%
+22.4%
Q1 2023$265,372
+10.6%
8,8000.0%0.06%
+7.4%
Q4 2022$240,034
-1.2%
8,800
-4.8%
0.05%0.0%
Q2 2022$243,000
-22.1%
9,240
-7.5%
0.05%
-10.0%
Q1 2022$312,000
-23.2%
9,985
-15.4%
0.06%
-16.7%
Q4 2021$406,000
+26.9%
11,800
+18.4%
0.07%
+18.0%
Q3 2021$320,000
-2.4%
9,970
+2.3%
0.06%
-1.6%
Q2 2021$328,000
+18.4%
9,745
+9.9%
0.06%
+8.8%
Q1 2021$277,000
+22.6%
8,865
+19.0%
0.06%
+18.8%
Q4 2020$226,0007,4500.05%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Cedar Wealth Management, LLC 49,438$1,412,5470.56%
Old Port Advisors 37,658$1,075,9740.39%
VALLEY WEALTH MANAGERS, INC. 146,665$4,190,5560.35%
Colorado Capital Management, Inc. 14,357$4100.31%
Southland Equity Partners LLC 13,694$391,2690.14%
CAPITAL MANAGEMENT CORP /VA 10,500$300,0090.07%
HEADINVEST, LLC 10,828$305,4500.07%
HARBOUR INVESTMENTS, INC. 31,995$914,1760.05%
BEACON FINANCIAL GROUP 9,161$2760.04%
Cambridge Investment Research Advisors, Inc. 273,095$7,8030.04%
View complete list of WISDOMTREE TR shareholders