HBK Sorce Advisory LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 49 filers reported holding WISDOMTREE TR in Q1 2020. 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 Q1 2020
NameSharesValueWeighting ↓
Empirical Asset Management, LLC 60,033$1,267,8951.10%
B. Riley Wealth Advisors, Inc. 1,170,554$24,722,1020.67%
VISTA INVESTMENT MANAGEMENT 43,574$920,2910.48%
KCS Wealth Advisory 52,038$1,099,0320.47%
INVENIO WEALTH PARTNERS LLC 9,985$210,8830.19%
McAdam, LLC 84,262$1,779,6100.15%
Team Financial Group, LLC 7,862$166,0450.14%
VERUS CAPITAL PARTNERS, LLC 33,566$708,9140.10%
HCR Wealth Advisors 21,000$443,5200.10%
Aprio Wealth Management, LLC 12,500$264,0000.07%
View complete list of WISDOMTREE TR shareholders