Investment Partners Asset Management, Inc. - 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
Investment Partners Asset Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$334,825
-6.4%
7,4060.0%0.30%
-7.7%
Q1 2024$357,710
-0.7%
7,406
-11.9%
0.32%
-9.8%
Q4 2023$360,1978,4060.36%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Orgel Wealth Management, LLC 492,501$25,571,00016.06%
RAMSEY ASSET MANAGEMENT 125,325$6,507,00011.99%
Heritage Wealth Advisors 254,908$13,233,00010.37%
Horan Capital Advisors, LLC. 235,632$12,234,0009.51%
RiverFront Investment Group, LLC 6,346,075$329,488,0008.89%
Permanens Capital L.P. 312,311$16,215,0008.39%
Financial Advantage, Inc. 149,770$7,776,0007.06%
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 525,933$27,306,0006.10%
UNITED BANK 111,258$5,777,0005.79%
Janney Capital Management LLC 1,889,116$98,082,0005.28%
View complete list of WISDOMTREE TR shareholders