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%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY FINANCIAL MANAGEMENT, INC. | 133,429 | $10,923,832 | 5.65% |
| Permanens Capital L.P. | 228,063 | $18,671,518 | 4.30% |
| New Legacy Group, LLC | 20,000 | $1,637,400 | 4.14% |
| Hall Kathryn A. | 100,910 | $8,261,502 | 2.69% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 41,509 | $3,398,375 | 2.34% |
| Sharper & Granite LLC | 44,145 | $3,614,158 | 2.08% |
| Private Portfolio Partners LLC | 86,959 | $7,119,373 | 1.83% |
| CONDOR CAPITAL MANAGEMENT | 79,812 | $6,534,229 | 0.78% |
| DHK Financial Advisors, Inc. | 9,950 | $814,574 | 0.69% |
| FLAGSTAR ADVISORS INC | 14,407 | $1,179,528 | 0.44% |
| Azimuth Capital Investment Management LLC | 90,990 | $7,449,351 | 0.35% |
| ALETHEA CAPITAL MANAGEMENT, LLC | 4,010 | $328,299 | 0.35% |
| Fiduciary Alliance LLC | 17,932 | $1,468,093 | 0.32% |
| Ayalon Insurance Comp Ltd. | 8,106 | $664 | 0.28% |
| MMBG INVESTMENT ADVISORS CO. | 26,385 | $2,119,507 | 0.26% |
| EMFO, LLC | 3,000 | $245,610 | 0.22% |
| Concorde Asset Management, LLC | 2,924 | $239,347 | 0.22% |
| HOLDERNESS INVESTMENTS CO | 6,684 | $547,219 | 0.20% |
| CONNING INC. | 72,015 | $5,895,868 | 0.20% |
| Harbour Capital Advisors, LLC | 7,745 | $633,541 | 0.19% |
External links
This page lists WISDOMTREE TR's shareholders in Q2 2023. To view WISDOMTREE TR's shareholder history, click here.