9258 Wealth Management, 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
9258 Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$208,000
-17.8%
3,555
-14.7%
0.08%
-23.3%
Q2 2020$253,000
+10.0%
4,170
+0.1%
0.10%
+2.0%
Q1 2020$230,000
-26.5%
4,164
-6.1%
0.10%
-12.2%
Q4 2019$313,000
+42.3%
4,435
+35.7%
0.12%
-33.1%
Q3 2019$220,000
+1.9%
3,269
+0.0%
0.17%
-1.1%
Q2 2019$216,000
-5.3%
3,268
-8.5%
0.17%
-10.3%
Q1 2019$228,000
+12.9%
3,5720.0%0.19%
-0.5%
Q4 2018$202,0003,5720.20%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$32,703,00033.04%
Financial Advantage, Inc. 163,718$11,016,0007.51%
Permanens Capital L.P. 327,043$22,007,0006.16%
Premia Global Advisors, LLC 39,018$2,626,0004.53%
TPG Financial Advisors, LLC 55,451$3,731,0003.36%
GenTrust, LLC 312,901$21,055,0003.31%
Astor Investment Management LLC 254,718$17,139,0002.74%
BANK OF STOCKTON 69,279$4,661,0002.04%
Intercontinental Wealth Advisors, LLC 43,935$2,956,0001.82%
Conservest Capital Advisors, Inc. 185,810$12,503,0001.81%
View complete list of WISDOMTREE TR shareholders