VISTA INVESTMENT MANAGEMENT - 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
VISTA INVESTMENT MANAGEMENT ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$920,291
-10.0%
43,574
-10.4%
0.48%
-6.8%
Q2 2023$1,022,483
-36.2%
48,643
-36.9%
0.52%
-38.8%
Q1 2023$1,601,474
-21.4%
77,105
-21.8%
0.85%
-27.3%
Q4 2022$2,038,193
+1.5%
98,606
-1.2%
1.16%
-5.9%
Q3 2022$2,008,000
-16.4%
99,798
-17.3%
1.24%
-14.8%
Q2 2022$2,402,000
-9.3%
120,687
-0.1%
1.45%
+0.1%
Q1 2022$2,648,000
+1.5%
120,793
+3.1%
1.45%
+2.5%
Q4 2021$2,609,000
-3.3%
117,153
-3.5%
1.42%
-10.5%
Q3 2021$2,699,000
+3.6%
121,414
+3.8%
1.58%
+3.0%
Q2 2021$2,605,000
+5.3%
117,011
+4.6%
1.54%
-0.2%
Q1 2021$2,474,000
+5.3%
111,841
+3.9%
1.54%
-2.2%
Q4 2020$2,350,000
+4.9%
107,682
-0.2%
1.58%
-7.9%
Q3 2020$2,241,000
+4.8%
107,902
+1.6%
1.71%
-6.8%
Q2 2020$2,138,000
+10.5%
106,211
+2.5%
1.84%
-7.1%
Q1 2020$1,934,000
-21.4%
103,598
-2.5%
1.98%
+6.9%
Q4 2019$2,462,000
+1.2%
106,264
+0.6%
1.85%
-7.8%
Q3 2019$2,432,000
+4.7%
105,680
+6.1%
2.01%
+2.1%
Q2 2019$2,323,000
+4.6%
99,646
+4.3%
1.96%
+0.9%
Q1 2019$2,221,000
+47.3%
95,518
+42.0%
1.95%
+25.4%
Q4 2018$1,508,000
+2.9%
67,251
+11.2%
1.55%
+20.0%
Q3 2018$1,465,000
+304.7%
60,504
+299.4%
1.29%
+265.5%
Q2 2018$362,00015,1500.35%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
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