Delos Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 193 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Delos Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$1,049
+4.9%
150.0%0.00%
+100.0%
Q3 2022$1,0000.0%150.0%0.00%0.0%
Q2 2022$1,0000.0%150.0%0.00%0.0%
Q1 2022$1,000
-66.7%
15
-59.5%
0.00%
-66.7%
Q4 2021$3,0000.0%370.0%0.00%0.0%
Q3 2021$3,0000.0%370.0%0.00%
-25.0%
Q2 2021$3,000370.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$27,430,00037.06%
Financial Advantage, Inc. 161,004$9,087,0007.42%
Permanens Capital L.P. 215,425$12,159,0004.58%
Intercontinental Wealth Advisors, LLC 129,745$7,323,0004.09%
Evolution Wealth Advisors, LLC 132,054$7,453,0003.40%
Clearwater Capital Advisors, LLC 273,496$15,436,0003.38%
Janney Capital Management LLC 1,046,878$59,086,0003.19%
TPG Financial Advisors, LLC 47,112$2,659,0002.89%
GenTrust, LLC 283,460$15,998,0002.86%
Itau Unibanco Holding S.A. 1,032,543$58,277,0002.64%
View complete list of WISDOMTREE TR shareholders