WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 54 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $280,000 | -70.0% | 13,543 | -66.5% | 0.00% | -83.3% |
| Q4 2019 | $934,000 | -25.3% | 40,388 | -25.6% | 0.01% | -14.3% |
| Q3 2019 | $1,250,000 | +9.2% | 54,314 | +10.0% | 0.01% | 0.0% |
| Q2 2019 | $1,145,000 | +11.5% | 49,375 | +11.6% | 0.01% | 0.0% |
| Q1 2019 | $1,027,000 | -1.4% | 44,239 | -5.4% | 0.01% | -12.5% |
| Q4 2018 | $1,042,000 | -18.0% | 46,741 | -11.0% | 0.01% | -11.1% |
| Q3 2018 | $1,271,000 | +38.2% | 52,498 | +36.6% | 0.01% | +28.6% |
| Q2 2018 | $920,000 | +61.1% | 38,439 | +60.2% | 0.01% | +40.0% |
| Q1 2018 | $571,000 | -21.8% | 24,000 | -21.1% | 0.01% | -16.7% |
| Q4 2017 | $730,000 | +78.0% | 30,431 | +75.7% | 0.01% | +100.0% |
| Q3 2017 | $410,000 | – | 17,323 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Empirical Asset Management, LLC | 61,728 | $1,282,096 | 1.23% |
| VISTA INVESTMENT MANAGEMENT | 77,105 | $1,601,474 | 0.85% |
| KCS Wealth Advisory | 57,788 | $1,200,246 | 0.45% |
| B. Riley Wealth Advisors, Inc. | 796,588 | $16,545,124 | 0.44% |
| McAdam, LLC | 90,740 | $1,884,673 | 0.17% |
| VERUS CAPITAL PARTNERS, LLC | 39,103 | $812,159 | 0.13% |
| Aprio Wealth Management, LLC | 19,303 | $400,923 | 0.12% |
| Avestar Capital, LLC | 30,929 | $642,395 | 0.12% |
| HCR Wealth Advisors | 21,000 | $436,170 | 0.09% |
| Robertson Stephens Wealth Management, LLC | 43,909 | $911,990 | 0.07% |