Clearstead Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 178 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,950
+93.0%
100
+300.0%
0.00%
Q2 2023$2,047
-0.4%
250.0%0.00%
Q1 2023$2,056
-95.5%
25
-96.1%
0.00%
-100.0%
Q4 2022$45,264
+13.2%
6470.0%0.00%0.0%
Q3 2022$40,000
-4.8%
6470.0%0.00%
+33.3%
Q2 2022$42,000
-12.5%
6470.0%0.00%0.0%
Q1 2022$48,000
-7.7%
6470.0%0.00%
-25.0%
Q4 2021$52,000
+2.0%
647
-35.3%
0.00%
-42.9%
Q1 2020$51,0001,0000.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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