LFA - Lugano Financial Advisors SA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 178 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LFA - Lugano Financial Advisors SA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$40,369
-3.5%
1,022
+100.0%
0.04%
+25.0%
Q2 2023$41,836
-0.4%
5110.0%0.03%
-12.5%
Q1 2023$42,009
-0.9%
511
-15.7%
0.03%
+3.2%
Q4 2022$42,396
+11.6%
6060.0%0.03%
+3.3%
Q3 2022$38,000
-2.6%
6060.0%0.03%
+11.1%
Q2 2022$39,000
-13.3%
6060.0%0.03%
-10.0%
Q1 2022$45,000
-8.2%
6060.0%0.03%
+7.1%
Q4 2021$49,000
+6.5%
6060.0%0.03%
-6.7%
Q3 2021$46,0000.0%6060.0%0.03%
+3.4%
Q2 2021$46,000
-9.8%
606
-12.9%
0.03%
-19.4%
Q1 2021$51,000
-50.0%
696
-54.7%
0.04%
-54.4%
Q4 2020$102,000
+6.2%
1,5370.0%0.08%
-11.2%
Q3 2020$96,000
-10.3%
1,537
-11.5%
0.09%
-21.2%
Q2 2020$107,000
-9.3%
1,7370.0%0.11%
+6.6%
Q1 2020$118,000
-32.2%
1,737
-29.4%
0.11%
-16.5%
Q4 2019$174,000
-15.9%
2,462
-21.1%
0.13%
-0.8%
Q2 2019$207,000
-25.8%
3,121
-28.6%
0.13%
-23.4%
Q1 2019$279,000
+20.3%
4,373
+19.2%
0.17%
+3.7%
Q4 2018$232,0000.0%3,6680.0%0.16%0.0%
Q3 2018$232,000
+5.9%
3,668
+5.1%
0.16%
-23.3%
Q2 2018$219,0003,4900.21%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders