WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 54 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,441,282 | +60.7% | 399,687 | +59.9% | 0.01% | +33.3% |
| Q2 2023 | $5,254,013 | -10.2% | 249,953 | -11.3% | 0.01% | -18.2% |
| Q1 2023 | $5,853,473 | +6.1% | 281,836 | +5.6% | 0.01% | 0.0% |
| Q4 2022 | $5,515,015 | +27.4% | 266,838 | +24.0% | 0.01% | +10.0% |
| Q3 2022 | $4,330,000 | -17.5% | 215,262 | -18.4% | 0.01% | -16.7% |
| Q2 2022 | $5,251,000 | -8.9% | 263,858 | +0.4% | 0.01% | +9.1% |
| Q1 2022 | $5,762,000 | -8.1% | 262,850 | -6.6% | 0.01% | -8.3% |
| Q4 2021 | $6,267,000 | +20.7% | 281,364 | +20.5% | 0.01% | +9.1% |
| Q3 2021 | $5,191,000 | +7.6% | 233,465 | +7.8% | 0.01% | +10.0% |
| Q2 2021 | $4,824,000 | +9.6% | 216,645 | +8.9% | 0.01% | -9.1% |
| Q1 2021 | $4,401,000 | +11.9% | 198,936 | +10.4% | 0.01% | 0.0% |
| Q4 2020 | $3,934,000 | +57.0% | 180,242 | +49.6% | 0.01% | +57.1% |
| Q3 2020 | $2,505,000 | -17.2% | 120,509 | -19.7% | 0.01% | -30.0% |
| Q2 2020 | $3,025,000 | +3.2% | 150,149 | -4.4% | 0.01% | -16.7% |
| Q1 2020 | $2,932,000 | – | 156,987 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Empirical Asset Management, LLC | 60,033 | $1,267,895 | 1.10% |
| B. Riley Wealth Advisors, Inc. | 1,170,554 | $24,722,102 | 0.67% |
| VISTA INVESTMENT MANAGEMENT | 43,574 | $920,291 | 0.48% |
| KCS Wealth Advisory | 52,038 | $1,099,032 | 0.47% |
| INVENIO WEALTH PARTNERS LLC | 9,985 | $210,883 | 0.19% |
| McAdam, LLC | 84,262 | $1,779,610 | 0.15% |
| Team Financial Group, LLC | 7,862 | $166,045 | 0.14% |
| VERUS CAPITAL PARTNERS, LLC | 33,566 | $708,914 | 0.10% |
| HCR Wealth Advisors | 21,000 | $443,520 | 0.10% |
| Aprio Wealth Management, LLC | 12,500 | $264,000 | 0.07% |