Delos Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 204 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.72 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 Q4 2021
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