Fiduciary Alliance 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 Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Fiduciary Alliance LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2024$1,235,622
-17.6%
25,482
-27.2%
0.22%
-26.1%
Q4 2023$1,499,450
+6.1%
34,993
-2.2%
0.30%
-9.5%
Q3 2023$1,413,231
-3.7%
35,778
+99.5%
0.33%
+3.5%
Q2 2023$1,468,093
+0.3%
17,932
+0.7%
0.32%
-14.2%
Q1 2023$1,464,16017,8100.37%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Progeny 3, Inc. 545,350$29,345,00023.06%
Orgel Wealth Management, LLC 492,458$26,499,00022.64%
UNITED BANK 182,489$9,820,00011.85%
Heritage Wealth Advisors 249,646$13,439,00011.32%
DeGreen Capital Management LLC 225,256$12,121,00011.32%
RiverFront Investment Group, LLC 6,440,660$346,573,00010.03%
Horan Capital Advisors, LLC. 213,134$11,469,0009.58%
Financial Advantage, Inc. 145,394$7,824,0008.24%
Cornerstone Financial Partners, LLC 401,494$21,600,0007.98%
Permanens Capital L.P. 325,398$17,510,0007.37%
View complete list of WISDOMTREE TR shareholders