Evolution Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 187 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$63,000
-76.6%
825
-76.6%
0.01%
-74.5%
Q2 2021$269,000
+110.2%
3,524
+101.0%
0.06%
+89.7%
Q1 2021$128,000
+45.5%
1,753
+32.4%
0.03%
+45.0%
Q4 2020$88,000
+72.5%
1,324
+60.5%
0.02%
+42.9%
Q3 2020$51,000
-38.6%
825
-49.3%
0.01%
-58.8%
Q1 2020$83,000
-59.7%
1,626
-44.3%
0.03%
-34.6%
Q4 2019$206,000
-97.2%
2,921
-97.8%
0.05%
-98.5%
Q4 2018$7,453,000132,0543.40%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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