WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 183 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 796,014 | $31,442,553 | 5.38% |
| Hall Kathryn A. | 201,820 | $7,971,890 | 2.71% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 98,720 | $3,899,448 | 2.63% |
| Sharper & Granite LLC | 94,405 | $3,728,998 | 2.16% |
| New Legacy Group, LLC | 20,000 | $790,000 | 2.16% |
| Private Portfolio Partners LLC | 177,020 | $6,992,270 | 1.81% |
| Sunesis Advisors, LLC | 32,860 | $1,297,970 | 0.92% |
| CONDOR CAPITAL MANAGEMENT | 160,409 | $6,336,164 | 0.78% |
| DHK Financial Advisors, Inc. | 19,936 | $787,473 | 0.70% |
| VALLEY WEALTH MANAGERS, INC. | 127,127 | $5,021,517 | 0.42% |
| ALETHEA CAPITAL MANAGEMENT, LLC | 8,020 | $316,790 | 0.39% |
| FLAGSTAR ADVISORS INC | 24,065 | $950,550 | 0.36% |
| Azimuth Capital Investment Management LLC | 181,770 | $7,179,915 | 0.35% |
| Fiduciary Alliance LLC | 35,778 | $1,413,231 | 0.33% |
| Ayalon Insurance Comp Ltd. | 16,212 | $640 | 0.27% |
| MMBG INVESTMENT ADVISORS CO. | 48,768 | $1,926,336 | 0.24% |
| Concord Wealth Partners | 27,161 | $1,072,860 | 0.23% |
| EMFO, LLC | 6,000 | $237,000 | 0.22% |
| HOLDERNESS INVESTMENTS CO | 14,061 | $555,410 | 0.22% |
| Concorde Asset Management, LLC | 5,847 | $230,957 | 0.21% |
External links
This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.