WISDOMTREE TR shareholders Q1 2023

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 189 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
M. Kulyk & Associates, LLC 8,498$698,6210.21%
Harbour Capital Advisors, LLC 8,320$683,9870.21%
CONNING INC. 72,015$5,920,3530.20%
HOLDERNESS INVESTMENTS CO 5,916$486,3540.19%
BigSur Wealth Management LLC 4,850$398,7190.19%
US FINANCIAL ADVISORS, LLC 4,857$399,2940.18%
RAYMOND JAMES TRUST N.A. 56,098$4,6120.15%
RDA Financial Network 3,902$320,7830.15%
CSM Advisors, LLC 18,892$1,5550.13%
Intercontinental Wealth Advisors, LLC 6,309$518,6630.13%
Parkside Advisors LLC 4,522$372,1820.12%
Sloy Dahl & Holst, LLC 6,365$523,2670.12%
NEW ENGLAND ASSET MANAGEMENT INC 9,596$788,8870.12%
Resurgent Financial Advisors LLC 2,061$169,4350.11%
Activest Wealth Management 1,969$161,7810.10%
Southland Equity Partners LLC 3,079$253,1250.10%
Robertson Stephens Wealth Management, LLC 15,720$1,292,3410.10%
COUNTRY CLUB BANK /GFN 14,520$1,184,9760.10%
Addison Advisors LLC 2,000$164,4200.09%
Curi RMB Capital, LLC 31,683$2,604,6330.09%
External links

This page lists WISDOMTREE TR's shareholders in Q1 2023. To view WISDOMTREE TR's shareholder history, click here.