DAVENPORT & Co LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 180 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
DAVENPORT & Co LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$267,801
+0.5%
6,780
+108.4%
0.00%0.0%
Q2 2023$266,392
+1.2%
3,254
+1.6%
0.00%0.0%
Q1 2023$263,240
+23.6%
3,202
+5.0%
0.00%0.0%
Q4 2022$213,000
-27.6%
3,049
-23.8%
0.00%0.0%
Q1 2022$294,000
-14.5%
3,999
-6.7%
0.00%0.0%
Q4 2021$344,000
-7.0%
4,286
-11.9%
0.00%
-33.3%
Q3 2021$370,000
-0.3%
4,8630.0%0.00%0.0%
Q2 2021$371,000
+2.8%
4,863
-1.9%
0.00%0.0%
Q1 2021$361,000
-18.7%
4,959
-25.9%
0.00%
-25.0%
Q4 2020$444,000
-100.0%
6,695
-73.8%
0.00%
-83.3%
Q2 2015$1,574,856,000
-17.9%
25,570
-11.9%
0.02%
-17.2%
Q1 2015$1,919,383,00029,0200.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
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