HCR Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 40 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$443,520
+0.5%
21,0000.0%0.10%
+18.3%
Q2 2023$441,420
+1.2%
21,0000.0%0.08%
-4.7%
Q1 2023$436,170
+0.5%
21,0000.0%0.09%
-5.5%
Q4 2022$434,070
+2.6%
21,0000.0%0.09%
+1.1%
Q3 2022$423,000
+1.2%
21,0000.0%0.09%
+7.1%
Q2 2022$418,000
-9.1%
21,0000.0%0.08%
+12.0%
Q1 2022$460,000
-1.7%
21,0000.0%0.08%
+2.7%
Q4 2021$468,000
+0.2%
21,0000.0%0.07%
-6.4%
Q3 2021$467,000
-0.2%
21,0000.0%0.08%
-3.7%
Q2 2021$468,000
-1.7%
21,000
-2.3%
0.08%
-13.8%
Q1 2021$476,000
+1.5%
21,5000.0%0.09%
-4.1%
Q4 2020$469,000
+22.1%
21,500
+16.2%
0.10%
+11.4%
Q3 2020$384,000
+2.7%
18,5000.0%0.09%0.0%
Q2 2020$374,000
+8.4%
18,5000.0%0.09%
-11.1%
Q1 2020$345,000
-19.6%
18,5000.0%0.10%
-4.8%
Q4 2019$429,000
+0.7%
18,5000.0%0.10%
-26.2%
Q3 2019$426,000
-1.2%
18,5000.0%0.14%
+14.6%
Q2 2019$431,000
+0.2%
18,5000.0%0.12%
-0.8%
Q1 2019$430,000
+3.6%
18,5000.0%0.12%
-7.5%
Q4 2018$415,000
-6.3%
18,5000.0%0.13%
-6.9%
Q3 2018$443,0000.0%18,5000.0%0.14%
-0.7%
Q2 2018$443,000
+0.2%
18,5000.0%0.14%
-5.2%
Q1 2018$442,000
+74.0%
18,500
+76.2%
0.15%
+71.9%
Q4 2017$254,00010,5000.09%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Pictet North America Advisors SA 630,170$15,074,0002.24%
CWH Capital Management, Inc. 194,095$4,643,0002.10%
AlphaStar Capital Management, LLC 226,777$5,424,0001.71%
Barber Financial Group, Inc. 236,045$5,646,0001.64%
Richard Bernstein Advisors LLC 1,252,000$29,948,0000.96%
CENTAURUS FINANCIAL, INC. 146,359$3,501,0000.48%
VISTA INVESTMENT MANAGEMENT 15,150$362,0000.35%
BANQUE PICTET & CIE SA 630,170$15,074,0000.30%
Almanack Investment Partners, LLC. 17,724$424,0000.19%
HCR Wealth Advisors 18,500$443,0000.14%
View complete list of WISDOMTREE TR shareholders