Robertson Stephens 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
Robertson Stephens Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,241,880
-3.5%
31,440
+100.0%
0.08%
-7.7%
Q2 2023$1,286,996
-0.4%
15,7200.0%0.09%
-8.1%
Q1 2023$1,292,341
+17.7%
15,720
+0.2%
0.10%
-7.5%
Q4 2022$1,097,812
+154.7%
15,692
+125.9%
0.11%
+137.8%
Q3 2022$431,000
+94.1%
6,945
+104.6%
0.04%
+114.3%
Q2 2022$222,000
-95.3%
3,395
-95.6%
0.02%
-98.2%
Q3 2020$4,768,00077,2201.17%
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