HOWARD WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 190 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HOWARD WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$208,000
-12.2%
2,832
-4.2%
0.11%
-9.6%
Q4 2021$237,000
+5.8%
2,957
+0.1%
0.12%0.0%
Q3 2021$224,000
-0.4%
2,9540.0%0.12%
+0.8%
Q2 2021$225,000
+4.2%
2,954
-0.6%
0.12%
-1.6%
Q1 2021$216,000
-59.6%
2,972
-63.1%
0.13%
-62.2%
Q4 2020$534,000
-3.6%
8,064
-10.1%
0.33%
-15.7%
Q3 2020$554,000
-4.6%
8,972
-6.3%
0.40%
-16.7%
Q2 2020$581,000
+20.5%
9,576
+1.7%
0.47%
-6.5%
Q1 2020$482,000
-23.2%
9,416
+5.7%
0.51%
-3.2%
Q4 2019$628,0008,9090.52%
Other shareholders
WISDOMTREE TR shareholders Q1 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