Key FInancial Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 178 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8,611
-3.5%
218
+100.0%
0.00%0.0%
Q2 2023$8,924
-0.4%
1090.0%0.00%0.0%
Q1 2023$8,961
+32.2%
1090.0%0.00%0.0%
Q4 2022$6,780
-3.1%
1090.0%0.00%0.0%
Q3 2022$7,0000.0%1090.0%0.00%
-25.0%
Q2 2022$7,000
-12.5%
1090.0%0.00%0.0%
Q1 2022$8,000
-11.1%
1090.0%0.00%
-20.0%
Q4 2021$9,000
+12.5%
1090.0%0.01%0.0%
Q3 2021$8,000
-11.1%
1090.0%0.01%0.0%
Q2 2021$9,000
+12.5%
1090.0%0.01%0.0%
Q1 2021$8,000
+14.3%
1090.0%0.01%0.0%
Q4 2020$7,000
+16.7%
109
-12.8%
0.01%
-16.7%
Q1 2020$6,0001250.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Permanens Capital L.P. 503,187$36,612,0007.52%
Wealthgate Family Office, LLC 55,784$4,059,0005.52%
J.Safra Asset Management Corp 129,941$9,455,0004.42%
Private Portfolio Partners LLC 71,666$5,214,4431.69%
Activest Wealth Management 20,421$1,486,0001.22%
CONDOR CAPITAL MANAGEMENT 94,146$6,850,0000.81%
LAKE STREET PRIVATE WEALTH, LLC 31,609$2,300,0000.64%
BTR CAPITAL MANAGEMENT INC 57,526$4,186,0000.61%
Psagot Value Holdings Ltd. 231,173$16,820,0000.38%
Livingston Group Asset Management CO (operating as Southport Capital Management) 19,723$1,435,0000.38%
View complete list of WISDOMTREE TR shareholders