Retirement Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 43 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q3 2021
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