Retirement Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 64 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$13,200
-26.1%
625
-26.5%
0.01%
-28.6%
Q2 2023$17,867
+81113.6%
850
-20.9%
0.01%
-30.0%
Q1 2023$220.0%1,0750.0%0.01%
-9.1%
Q4 2022$22
-99.9%
1,0750.0%0.01%
+22.2%
Q2 2022$21,000
-12.5%
1,0750.0%0.01%0.0%
Q1 2022$24,0000.0%1,0750.0%0.01%
-10.0%
Q4 2021$24,0000.0%1,0750.0%0.01%
-9.1%
Q3 2021$24,000
-54.7%
1,075
-54.7%
0.01%
-57.7%
Q2 2021$53,000
-32.1%
2,375
-32.5%
0.03%
-25.7%
Q1 2021$78,000
+2.6%
3,5200.0%0.04%0.0%
Q4 2020$76,000
-14.6%
3,520
-17.6%
0.04%
-30.0%
Q3 2020$89,000
+3.5%
4,2700.0%0.05%
-5.7%
Q2 2020$86,000
-13.1%
4,2700.0%0.05%
-17.2%
Q4 2019$99,0004,2700.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
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