CSM Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 183 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.

Quarter-by-quarter ownership
CSM Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,508
-3.6%
38,188
+100.0%
0.13%
+11.0%
Q2 2023$1,565
+0.6%
19,094
+1.1%
0.12%
-11.9%
Q1 2023$1,555
+19.6%
18,892
+1.5%
0.13%
+8.1%
Q4 2022$1,300
-99.9%
18,621
+3.1%
0.12%
+0.8%
Q3 2022$1,121,00018,0530.12%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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