Sugarloaf Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 65 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$6,383
-0.8%
2920.0%0.00%0.0%
Q1 2024$6,433
+1.9%
2920.0%0.00%
-50.0%
Q4 2023$6,312
+2.4%
2920.0%0.00%0.0%
Q3 2023$6,167
+0.5%
2920.0%0.00%
+100.0%
Q2 2023$6,138
+1.2%
2920.0%0.00%0.0%
Q1 2023$6,065
+0.5%
2920.0%0.00%
-50.0%
Q4 2022$6,036
+0.6%
2920.0%0.00%0.0%
Q3 2022$6,0000.0%2920.0%0.00%0.0%
Q2 2022$6,0000.0%2920.0%0.00%
+100.0%
Q1 2022$6,000
-14.3%
2920.0%0.00%
-50.0%
Q4 2021$7,000
+16.7%
2920.0%0.00%0.0%
Q3 2021$6,000
-14.3%
2920.0%0.00%0.0%
Q2 2021$7,000
+16.7%
292
+11.0%
0.00%0.0%
Q1 2021$6,0000.0%263
-9.9%
0.00%0.0%
Q4 2020$6,0000.0%2920.0%0.00%0.0%
Q3 2020$6,000
-81.8%
292
-82.1%
0.00%
-84.6%
Q2 2020$33,000
-78.0%
1,634
-79.7%
0.01%
-80.6%
Q1 2020$150,000
-80.6%
8,046
-75.9%
0.07%
-79.6%
Q4 2019$772,00033,3290.33%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
CWH Capital Management, Inc. 196,750$4,763,0002.20%
B. Riley Wealth Management, Inc. 360,769$8,734,0002.15%
Pictet North America Advisors SA 628,422$15,214,0002.02%
AlphaStar Capital Management, LLC 228,304$5,527,0001.63%
Barber Financial Group, Inc. 261,491$6,331,0001.52%
VISTA INVESTMENT MANAGEMENT 60,504$1,465,0001.29%
Richard Bernstein Advisors LLC 1,252,000$30,311,0000.87%
CENTAURUS FINANCIAL, INC. 156$3,771,0000.68%
BANQUE PICTET & CIE SA 639,162$15,474,0000.29%
HCR Wealth Advisors 18,500$443,0000.14%
View complete list of WISDOMTREE TR shareholders