HBK Sorce Advisory LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 65 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$267,000
+0.4%
11,5440.0%0.02%
-8.0%
Q3 2019$266,000
-3.3%
11,544
-2.3%
0.02%
-7.4%
Q2 2019$275,000
-53.2%
11,816
-53.2%
0.03%
-54.2%
Q1 2019$587,000
-82.0%
25,257
-82.6%
0.06%
-84.1%
Q4 2018$3,256,000
+714.0%
145,236
+776.5%
0.37%
+691.5%
Q4 2017$400,000
-60.5%
16,570
-64.2%
0.05%
-82.3%
Q4 2015$1,013,00046,2280.26%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
CWH Capital Management, Inc. 196,750$4,763,0002.20%
B. Riley Wealth Management, Inc. 360,769$8,734,0002.15%
Pictet North America Advisors SA 628,422$15,214,0002.02%
AlphaStar Capital Management, LLC 228,304$5,527,0001.63%
Barber Financial Group, Inc. 261,491$6,331,0001.52%
VISTA INVESTMENT MANAGEMENT 60,504$1,465,0001.29%
Richard Bernstein Advisors LLC 1,252,000$30,311,0000.87%
CENTAURUS FINANCIAL, INC. 156$3,771,0000.68%
BANQUE PICTET & CIE SA 639,162$15,474,0000.29%
HCR Wealth Advisors 18,500$443,0000.14%
View complete list of WISDOMTREE TR shareholders