WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 62 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,242,307 | +5.3% | 248,215 | +4.8% | 0.00% | 0.0% |
| Q2 2023 | $4,976,887 | +12.3% | 236,769 | +11.0% | 0.00% | +33.3% |
| Q1 2023 | $4,432,232 | -4.7% | 213,396 | -5.2% | 0.00% | -25.0% |
| Q4 2022 | $4,651,827 | +5.6% | 225,052 | +2.8% | 0.00% | 0.0% |
| Q3 2022 | $4,405,000 | -51.8% | 218,936 | -52.4% | 0.00% | -55.6% |
| Q2 2022 | $9,147,000 | -20.0% | 459,660 | -11.9% | 0.01% | -10.0% |
| Q1 2022 | $11,437,000 | -13.8% | 521,764 | -12.4% | 0.01% | -9.1% |
| Q4 2021 | $13,262,000 | +32.8% | 595,488 | +32.5% | 0.01% | +22.2% |
| Q3 2021 | $9,988,000 | +396.7% | 449,297 | +397.4% | 0.01% | +350.0% |
| Q2 2021 | $2,011,000 | +4.4% | 90,335 | +3.7% | 0.00% | 0.0% |
| Q1 2021 | $1,926,000 | +80.7% | 87,091 | +78.3% | 0.00% | +100.0% |
| Q4 2020 | $1,066,000 | +96.0% | 48,849 | +86.5% | 0.00% | 0.0% |
| Q3 2020 | $544,000 | -3.4% | 26,191 | -6.3% | 0.00% | 0.0% |
| Q2 2020 | $563,000 | -19.7% | 27,966 | -25.6% | 0.00% | -50.0% |
| Q1 2020 | $701,000 | -48.2% | 37,564 | -35.7% | 0.00% | 0.0% |
| Q4 2019 | $1,353,000 | +0.3% | 58,398 | -0.4% | 0.00% | -33.3% |
| Q3 2019 | $1,349,000 | +9.6% | 58,632 | +11.0% | 0.00% | 0.0% |
| Q2 2019 | $1,231,000 | -5.1% | 52,820 | -5.3% | 0.00% | 0.0% |
| Q1 2019 | $1,297,000 | -17.2% | 55,785 | -20.1% | 0.00% | -25.0% |
| Q4 2018 | $1,566,000 | +4.9% | 69,844 | +13.2% | 0.00% | 0.0% |
| Q3 2018 | $1,493,000 | +32.9% | 61,688 | +31.4% | 0.00% | +33.3% |
| Q2 2018 | $1,123,000 | +0.2% | 46,936 | +0.1% | 0.00% | 0.0% |
| Q1 2018 | $1,121,000 | +15.4% | 46,900 | +16.7% | 0.00% | 0.0% |
| Q4 2017 | $971,000 | +32.3% | 40,187 | +32.1% | 0.00% | 0.0% |
| Q3 2017 | $734,000 | +8.7% | 30,426 | +8.4% | 0.00% | 0.0% |
| Q2 2017 | $675,000 | +62.7% | 28,070 | +61.2% | 0.00% | 0.0% |
| Q1 2017 | $415,000 | +28.5% | 17,415 | +28.9% | 0.00% | +50.0% |
| Q4 2016 | $323,000 | – | 13,515 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aprio Wealth Management, LLC | 346,736 | $7,600,000 | 2.90% |
| Empirical Asset Management, LLC | 118,376 | $2,595,000 | 2.47% |
| B. Riley Wealth Management, Inc. | 914,341 | $20,042,000 | 1.54% |
| VISTA INVESTMENT MANAGEMENT | 120,793 | $2,648,000 | 1.45% |
| EUDAIMONIA ADVISORS LLC | 89,250 | $1,956,000 | 1.12% |
| NEIRG Wealth Management, LLC | 131,252 | $2,877,000 | 0.56% |
| McAdam, LLC | 157,869 | $3,460,000 | 0.33% |
| Sowell Financial Services LLC | 38,692 | $1,648,000 | 0.29% |
| Eudaimonia Partners, LLC | 75,705 | $1,659,000 | 0.28% |
| Jackson Creek Investment Advisors LLC | 26,559 | $582,000 | 0.21% |