Evolution Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 2.00 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 Q2 2021
NameSharesValueWeighting ↓
XPONANCE, INC. 801,600$44,584,00018.30%
RiverFront Investment Group, LLC 8,471,720$471,197,00014.30%
Heritage Wealth Advisors 212,682$11,828,00010.56%
AGILIS PARTNERS LLC 206,118$11,464,00010.37%
Fragasso Group Inc. 208,930$11,621,0009.85%
Permanens Capital L.P. 135,724$7,549,0007.78%
STRINGER ASSET MANAGEMENT, LLC 77,615$4,317,0005.53%
Select Asset Management & Trust 130,017$7,233,0005.18%
Horizon Investments, LLC 851,008$47,333,0004.80%
CUMBERLAND ADVISORS INC 144,875$8,058,0004.69%
View complete list of WISDOMTREE TR shareholders