M&R CAPITAL MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 61 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
M&R CAPITAL MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$43,230
+2.3%
2,0000.0%0.01%
-8.3%
Q3 2023$42,240
+0.5%
2,0000.0%0.01%
+9.1%
Q2 2023$42,040
+1.2%
2,0000.0%0.01%
-8.3%
Q1 2023$41,540
+0.5%
2,0000.0%0.01%
+9.1%
Q4 2022$41,340
+3.4%
2,0000.0%0.01%0.0%
Q3 2022$40,000
+2.6%
2,0000.0%0.01%
+10.0%
Q2 2022$39,000
-9.3%
2,0000.0%0.01%
+11.1%
Q1 2022$43,000
-2.3%
2,0000.0%0.01%0.0%
Q4 2021$44,0000.0%2,0000.0%0.01%
-10.0%
Q3 2021$44,0000.0%2,0000.0%0.01%0.0%
Q2 2021$44,0000.0%2,0000.0%0.01%
-9.1%
Q1 2021$44,000
+109.5%
2,000
+100.0%
0.01%
+120.0%
Q4 2020$21,000
+5.0%
1,0000.0%0.01%0.0%
Q3 2020$20,0000.0%1,0000.0%0.01%0.0%
Q2 2020$20,000
+11.1%
1,0000.0%0.01%0.0%
Q1 2020$18,000
-21.7%
1,0000.0%0.01%0.0%
Q4 2019$23,000
-66.7%
1,000
-66.7%
0.01%
-68.8%
Q3 2019$69,000
-9.2%
3,000
-9.1%
0.02%
-5.9%
Q2 2019$76,000
-1.3%
3,3000.0%0.02%
-5.6%
Q1 2019$77,000
+5.5%
3,3000.0%0.02%
-5.3%
Q4 2018$73,000
+942.9%
3,300
+1000.0%
0.02%
+850.0%
Q3 2018$7,0003000.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Empirical Asset Management, LLC 61,728$1,282,0961.23%
VISTA INVESTMENT MANAGEMENT 77,105$1,601,4740.85%
KCS Wealth Advisory 57,788$1,200,2460.45%
B. Riley Wealth Advisors, Inc. 796,588$16,545,1240.44%
McAdam, LLC 90,740$1,884,6730.17%
VERUS CAPITAL PARTNERS, LLC 39,103$812,1590.13%
Aprio Wealth Management, LLC 19,303$400,9230.12%
Avestar Capital, LLC 30,929$642,3950.12%
HCR Wealth Advisors 21,000$436,1700.09%
Robertson Stephens Wealth Management, LLC 43,909$911,9900.07%
View complete list of WISDOMTREE TR shareholders