Activest Wealth Management - 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
Activest Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$151,432
-6.4%
3,834
+94.7%
0.09%
-10.6%
Q1 2023$161,781
-97.1%
1,969
-97.5%
0.10%
-93.7%
Q4 2022$5,604,044
+2.2%
80,081
-8.5%
1.66%
-6.4%
Q3 2022$5,481,000
+1011.8%
87,527
+1062.8%
1.77%
+408.9%
Q2 2022$493,000
-44.2%
7,527
-37.2%
0.35%
-38.7%
Q1 2022$883,000
+8.9%
11,992
+18.5%
0.57%
+13.4%
Q4 2021$811,000
-21.0%
10,116
-25.0%
0.50%
-26.6%
Q3 2021$1,026,000
-34.0%
13,487
-33.8%
0.68%
+17.0%
Q2 2021$1,554,000
+4.6%
20,378
-0.2%
0.58%
-51.9%
Q1 2021$1,486,00020,4211.22%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Permanens Capital L.P. 503,187$36,612,0007.52%
Wealthgate Family Office, LLC 55,784$4,059,0005.52%
J.Safra Asset Management Corp 129,941$9,455,0004.42%
Private Portfolio Partners LLC 71,666$5,214,4431.69%
Activest Wealth Management 20,421$1,486,0001.22%
CONDOR CAPITAL MANAGEMENT 94,146$6,850,0000.81%
LAKE STREET PRIVATE WEALTH, LLC 31,609$2,300,0000.64%
BTR CAPITAL MANAGEMENT INC 57,526$4,186,0000.61%
Psagot Value Holdings Ltd. 231,173$16,820,0000.38%
Livingston Group Asset Management CO (operating as Southport Capital Management) 19,723$1,435,0000.38%
View complete list of WISDOMTREE TR shareholders