Sowell Financial Services LLC - WISDOMTREE TR ownership

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
Sowell Financial Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$1,648,000
+282.4%
38,692
+100.0%
0.29%
+1052.0%
Q4 2021$431,000
-39.3%
19,343
-39.4%
0.02%
-46.8%
Q2 2021$710,000
+105.2%
31,897
+104.6%
0.05%
+291.7%
Q1 2021$346,000
+2.7%
15,591
+0.8%
0.01%
-14.3%
Q4 2020$337,000
+1148.1%
15,464
+1072.4%
0.01%
+1300.0%
Q3 2020$27,000
-92.8%
1,319
-92.9%
0.00%
-95.2%
Q2 2020$375,000
+1400.0%
18,631
+1312.5%
0.02%
+950.0%
Q1 2020$25,000
+4.2%
1,319
+26.6%
0.00%0.0%
Q4 2019$24,000
-53.8%
1,042
-54.0%
0.00%
-50.0%
Q3 2019$52,0002,2640.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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