INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 172 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.

Quarter-by-quarter ownership
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$554,996
+53.2%
21,816
+25.8%
0.08%
+102.7%
Q4 2022$362,262
+196.9%
17,336
+548.6%
0.04%
+236.4%
Q1 2021$122,000
+32.6%
2,673
+18.3%
0.01%
-35.3%
Q4 2020$92,0002,2590.02%
Other shareholders
WISDOMTREE TR shareholders Q4 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