SVB WEALTH LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 229 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$30,000
-38.8%
405
-48.7%
0.00%
-100.0%
Q3 2020$49,000
+4.3%
7890.0%0.00%0.0%
Q2 2020$47,000
-63.8%
789
-68.9%
0.00%
-66.7%
Q1 2020$130,000
-27.4%
2,5390.0%0.00%0.0%
Q4 2019$179,000
-23.2%
2,539
-26.8%
0.00%
-40.0%
Q3 2019$233,0003,4690.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$27,430,00037.06%
Financial Advantage, Inc. 161,004$9,087,0007.42%
Permanens Capital L.P. 215,425$12,159,0004.58%
Intercontinental Wealth Advisors, LLC 129,745$7,323,0004.09%
Evolution Wealth Advisors, LLC 132,054$7,453,0003.40%
Clearwater Capital Advisors, LLC 273,496$15,436,0003.38%
Janney Capital Management LLC 1,046,878$59,086,0003.19%
TPG Financial Advisors, LLC 47,112$2,659,0002.89%
GenTrust, LLC 283,460$15,998,0002.86%
Itau Unibanco Holding S.A. 1,032,543$58,277,0002.64%
View complete list of WISDOMTREE TR shareholders