Sugarloaf Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 39 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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 2020
NameSharesValueWeighting ↓
Empirical Asset Management, LLC 61,728$1,282,0961.23%
VISTA INVESTMENT MANAGEMENT 77,105$1,601,4740.85%
KCS Wealth Advisory 57,788$1,200,2460.45%
B. Riley Wealth Advisors, Inc. 796,588$16,545,1240.44%
McAdam, LLC 90,740$1,884,6730.17%
VERUS CAPITAL PARTNERS, LLC 39,103$812,1590.13%
Aprio Wealth Management, LLC 19,303$400,9230.12%
Avestar Capital, LLC 30,929$642,3950.12%
HCR Wealth Advisors 21,000$436,1700.09%
Robertson Stephens Wealth Management, LLC 43,909$911,9900.07%
View complete list of WISDOMTREE TR shareholders