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%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY FINANCIAL MANAGEMENT, INC. | 107,560 | $8,842,508 | 5.47% |
| New Legacy Group, LLC | 20,000 | $1,644,200 | 4.68% |
| Permanens Capital L.P. | 195,206 | $16,047,885 | 3.48% |
| Portfolio Strategies, Inc. | 163,150 | $13,411,739 | 2.61% |
| Hall Kathryn A. | 104,990 | $8,631,228 | 2.53% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 37,108 | $3,050,678 | 2.42% |
| Sharper & Granite LLC | 40,170 | $3,302,376 | 1.98% |
| Private Portfolio Partners LLC | 85,374 | $7,018,564 | 1.90% |
| DHK Financial Advisors, Inc. | 9,664 | $794,518 | 0.99% |
| Sunesis Advisors, LLC | 16,430 | $1,350,710 | 0.97% |
| CONDOR CAPITAL MANAGEMENT | 80,242 | $6,596,721 | 0.83% |
| Wealthgate Family Office, LLC | 3,307 | $271,885 | 0.78% |
| FLAGSTAR ADVISORS INC | 14,753 | $1,212,826 | 0.44% |
| Fiduciary Alliance LLC | 17,810 | $1,464,160 | 0.37% |
| ALETHEA CAPITAL MANAGEMENT, LLC | 4,010 | $329,662 | 0.35% |
| Ayalon Insurance Comp Ltd. | 8,106 | $666 | 0.29% |
| Concorde Asset Management, LLC | 2,921 | $240,135 | 0.28% |
| MMBG INVESTMENT ADVISORS CO. | 26,385 | $2,169,111 | 0.28% |
| Azimuth Capital Investment Management LLC | 65,265 | $5,365,436 | 0.26% |
| EMFO, LLC | 3,000 | $246,630 | 0.23% |
External links
This page lists WISDOMTREE TR's shareholders in Q1 2023. To view WISDOMTREE TR's shareholder history, click here.