Capital Investment Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 169 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$31,284
-3.5%
792
+100.0%
0.00%0.0%
Q2 2023$32,421
-7.4%
396
-7.0%
0.00%
-25.0%
Q1 2023$35,021
-31.4%
426
-41.6%
0.00%
-33.3%
Q4 2022$51,071
+11.0%
730
-0.8%
0.01%0.0%
Q3 2022$46,000
-11.5%
736
-7.1%
0.01%0.0%
Q2 2022$52,000
-8.8%
792
+3.1%
0.01%0.0%
Q1 2022$57,000
-5.0%
768
+1.9%
0.01%
-14.3%
Q4 2021$60,000
-84.3%
754
-89.9%
0.01%
-92.5%
Q1 2020$382,000
-38.8%
7,446
-15.8%
0.09%
-44.3%
Q4 2019$624,000
+2.8%
8,843
-2.0%
0.17%
-1.2%
Q3 2019$607,000
+4.7%
9,023
+3.5%
0.17%
-4.0%
Q2 2019$580,000
+22.6%
8,721
+17.8%
0.18%0.0%
Q1 2019$473,000
+13.7%
7,402
+0.4%
0.18%
-1.1%
Q4 2018$416,000
-4.1%
7,370
+7.3%
0.18%
-12.3%
Q3 2018$434,000
+4.6%
6,870
+4.6%
0.20%
-2.4%
Q2 2018$415,000
-16.2%
6,569
-16.8%
0.21%
-24.6%
Q1 2018$495,000
+27.6%
7,892
+29.4%
0.28%
+21.1%
Q4 2017$388,000
-3.2%
6,097
-1.7%
0.23%
-7.3%
Q3 2017$401,000
+2.8%
6,203
-0.8%
0.25%
-4.3%
Q2 2017$390,000
-5.1%
6,253
-4.5%
0.26%
-14.6%
Q1 2017$411,0006,5480.30%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Permanens Capital L.P. 503,187$36,612,0007.52%
Wealthgate Family Office, LLC 55,784$4,059,0005.52%
J.Safra Asset Management Corp 129,941$9,455,0004.42%
Private Portfolio Partners LLC 71,666$5,214,4431.69%
Activest Wealth Management 20,421$1,486,0001.22%
CONDOR CAPITAL MANAGEMENT 94,146$6,850,0000.81%
LAKE STREET PRIVATE WEALTH, LLC 31,609$2,300,0000.64%
BTR CAPITAL MANAGEMENT INC 57,526$4,186,0000.61%
Psagot Value Holdings Ltd. 231,173$16,820,0000.38%
Livingston Group Asset Management CO (operating as Southport Capital Management) 19,723$1,435,0000.38%
View complete list of WISDOMTREE TR shareholders