Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 62 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$190,946
-2.2%
9,041
-2.7%
0.01%0.0%
Q2 2023$195,297
-58.2%
9,291
-58.7%
0.01%
-64.3%
Q1 2023$467,553
+4.5%
22,511
+4.0%
0.03%
+3.7%
Q4 2022$447,381
-1.9%
21,644
-4.5%
0.03%
-12.9%
Q3 2022$456,000
-0.7%
22,664
-1.8%
0.03%
+34.8%
Q2 2022$459,000
-3.6%
23,071
+6.1%
0.02%
+15.0%
Q1 2022$476,000
+31.9%
21,747
+34.1%
0.02%
+42.9%
Q4 2021$361,000
+21.5%
16,211
+21.0%
0.01%
+27.3%
Q3 2021$297,000
+18.3%
13,400
+19.1%
0.01%
+10.0%
Q2 2021$251,000
+22.4%
11,253
+21.0%
0.01%
+66.7%
Q1 2021$205,000
-0.5%
9,299
-1.1%
0.01%
-25.0%
Q4 2020$206,000
+82.3%
9,400
+70.1%
0.01%
+33.3%
Q3 2020$113,000
-7.4%
5,525
-9.1%
0.01%
-14.3%
Q2 2020$122,000
+84.8%
6,078
+77.3%
0.01%
+75.0%
Q1 2020$66,0003,4280.00%
Other shareholders
WISDOMTREE TR shareholders Q4 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