Integrated Wealth Concepts LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 55 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,384,520
+9.3%
65,555
+8.8%
0.02%
+9.1%
Q2 2023$1,266,283
+109629.9%
60,242
+8.4%
0.02%
-8.3%
Q1 2023$1,154
+5.0%
55,558
+4.5%
0.02%
-20.0%
Q4 2022$1,099
-99.9%
53,176
+19.5%
0.03%
+3.4%
Q3 2022$895,000
+1.0%
44,483
-0.1%
0.03%
+3.6%
Q2 2022$886,00044,5290.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Econ Financial Services Corp 114,777$2,669,0003.99%
VISTA INVESTMENT MANAGEMENT 95,518$2,221,0001.95%
B. Riley Wealth Management, Inc. 426,895$9,925,0001.72%
McAdam, LLC 213,389$4,961,0001.65%
Apollon Wealth Management, LLC 50,409$1,172,0001.54%
AlphaStar Capital Management, LLC 223,512$5,197,0001.46%
Barber Financial Group, Inc. 301,785$7,017,0001.38%
CENTAURUS FINANCIAL, INC. 4,003$172,151,0001.01%
Pictet North America Advisors SA 284,411$6,610,0000.99%
Ameritas Investment Company, LLC 85,106$1,979,0000.37%
View complete list of WISDOMTREE TR shareholders