WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 54 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237 | +4.9% | 11,231 | +4.5% | 0.00% | 0.0% |
| Q2 2023 | $226 | +0.4% | 10,750 | -0.9% | 0.00% | 0.0% |
| Q1 2023 | $225 | -2.2% | 10,844 | -2.7% | 0.00% | 0.0% |
| Q4 2022 | $230 | -99.9% | 11,142 | +2.8% | 0.00% | 0.0% |
| Q3 2022 | $218,000 | +0.9% | 10,842 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $216,000 | -5.7% | 10,842 | +3.8% | 0.00% | 0.0% |
| Q1 2022 | $229,000 | -76.3% | 10,442 | -75.0% | 0.00% | -85.7% |
| Q4 2019 | $968,000 | -7.3% | 41,776 | -8.0% | 0.01% | -22.2% |
| Q3 2019 | $1,044,000 | +1.9% | 45,386 | +3.2% | 0.01% | 0.0% |
| Q2 2019 | $1,025,000 | +0.2% | 43,975 | -0.0% | 0.01% | -10.0% |
| Q1 2019 | $1,023,000 | -10.1% | 43,994 | -13.3% | 0.01% | -23.1% |
| Q4 2018 | $1,138,000 | +37.3% | 50,764 | +48.2% | 0.01% | +62.5% |
| Q3 2018 | $829,000 | – | 34,247 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISTA INVESTMENT MANAGEMENT | 107,682 | $2,350,000 | 1.58% |
| AlphaStar Capital Management, LLC | 241,001 | $5,273,000 | 0.90% |
| McAdam, LLC | 188,833 | $4,117,000 | 0.63% |
| HCR Wealth Advisors | 21,500 | $469,000 | 0.10% |
| CENTAURUS FINANCIAL, INC. | 28,037 | $612,000 | 0.06% |
| FLOW TRADERS U.S. LLC | 35,192 | $768,000 | 0.05% |
| Retirement Group, LLC | 3,520 | $76,000 | 0.04% |
| Stratos Wealth Partners, LTD. | 50,941 | $1,112,000 | 0.03% |
| J.W. COLE ADVISORS, INC. | 11,155 | $243,000 | 0.02% |
| IFP Advisors, Inc | 22,896 | $501,000 | 0.02% |