Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,308,836
-28.9%
83,768
+47.4%
0.03%
-29.8%
Q2 2023$4,653,655
-19.2%
56,842
-18.9%
0.05%
-24.2%
Q1 2023$5,762,171
+20.9%
70,091
+2.9%
0.06%
+47.6%
Q4 2022$4,767,284
-99.9%
68,143
-53.8%
0.04%
-14.3%
Q3 2022$4,589,585,000
+104732.9%
147,418
+120.7%
0.05%
+8.9%
Q2 2022$4,378,000
+73.8%
66,795
+95.1%
0.04%
+73.1%
Q1 2022$2,519,000
+0.3%
34,230
+9.2%
0.03%
+4.0%
Q4 2021$2,512,000
+2.5%
31,343
-2.7%
0.02%0.0%
Q3 2021$2,451,000
-0.2%
32,221
+0.1%
0.02%
-10.7%
Q2 2021$2,455,000
-5.6%
32,194
-10.0%
0.03%
-15.2%
Q1 2021$2,602,000
-38.4%
35,762
-43.5%
0.03%
-32.7%
Q4 2020$4,223,000
-99.9%
63,321
-34.0%
0.05%
-55.9%
Q3 2020$5,923,000,00095,9250.11%
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