HARBOR INVESTMENT ADVISORY, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$6,636
-3.5%
168
+100.0%
0.00%0.0%
Q2 2023$6,877
-0.4%
840.0%0.00%0.0%
Q1 2023$6,906
+17.5%
840.0%0.00%0.0%
Q4 2022$5,877
+17.5%
840.0%0.00%0.0%
Q3 2022$5,000
-16.7%
840.0%0.00%0.0%
Q2 2022$6,0000.0%840.0%0.00%0.0%
Q1 2022$6,000
-14.3%
840.0%0.00%0.0%
Q4 2021$7,000
+16.7%
840.0%0.00%0.0%
Q3 2021$6,0000.0%840.0%0.00%0.0%
Q2 2021$6,000
-33.3%
84
-29.4%
0.00%0.0%
Q1 2021$9,000
+12.5%
1190.0%0.00%0.0%
Q4 2020$8,000
+14.3%
1190.0%0.00%0.0%
Q3 2020$7,000
-36.4%
119
-37.0%
0.00%
-50.0%
Q2 2020$11,000
+10.0%
1890.0%0.00%
-33.3%
Q1 2020$10,000
-33.3%
189
-13.7%
0.00%0.0%
Q4 2019$15,0002190.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
VALLEY FINANCIAL MANAGEMENT, INC. 133,429$10,923,8325.65%
Permanens Capital L.P. 228,063$18,671,5184.30%
New Legacy Group, LLC 20,000$1,637,4004.14%
Hall Kathryn A. 100,910$8,261,5022.69%
RETIREMENT FINANCIAL SOLUTIONS, LLC 41,509$3,398,3752.34%
Sharper & Granite LLC 44,145$3,614,1582.08%
Private Portfolio Partners LLC 86,959$7,119,3731.83%
CONDOR CAPITAL MANAGEMENT 79,812$6,534,2290.78%
DHK Financial Advisors, Inc. 9,950$814,5740.69%
FLAGSTAR ADVISORS INC 14,407$1,179,5280.44%
View complete list of WISDOMTREE TR shareholders