Kore Private Wealth LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 259 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$370,000
-4.9%
5,9420.0%0.07%
+11.7%
Q2 2022$389,000
-11.0%
5,9420.0%0.06%
+9.1%
Q1 2022$437,000
-13.8%
5,942
-6.1%
0.06%
-11.3%
Q4 2021$507,000
-0.6%
6,329
-5.6%
0.06%
+14.8%
Q3 2021$510,000
-0.2%
6,7080.0%0.05%
-5.3%
Q2 2021$511,000
+4.7%
6,7080.0%0.06%
-13.6%
Q1 2021$488,000
+29.4%
6,708
+18.1%
0.07%
+13.8%
Q4 2020$377,000
+7.4%
5,6820.0%0.06%
-14.7%
Q3 2020$351,000
+2.0%
5,6820.0%0.07%
-2.9%
Q2 2020$344,000
-11.3%
5,682
-24.9%
0.07%
-24.7%
Q1 2020$388,000
-48.1%
7,563
-28.7%
0.09%
-34.5%
Q4 2019$748,000
+6.7%
10,6010.0%0.14%
-10.1%
Q3 2019$701,0000.0%10,6010.0%0.16%0.0%
Q2 2019$701,000
-38.8%
10,601
-40.8%
0.16%
-38.8%
Q1 2019$1,145,000
+61.5%
17,919
+42.7%
0.26%
+32.3%
Q4 2018$709,00012,5540.20%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
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