Retirement Group, LLC - 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
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 2023
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