KCS Wealth Advisory - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,099,032
-11.4%
52,038
-11.8%
0.47%
+9.1%
Q2 2023$1,239,791
+3.3%
58,981
+2.1%
0.43%
-5.3%
Q1 2023$1,200,24657,7880.45%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
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