Avion Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 61 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Avion Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$50.0%2630.0%0.00%
-50.0%
Q4 2022$5
-99.9%
2630.0%0.00%0.0%
Q3 2022$5,0000.0%2630.0%0.00%0.0%
Q2 2022$5,000
-16.7%
2630.0%0.00%0.0%
Q1 2022$6,0000.0%2630.0%0.00%0.0%
Q4 2021$6,0000.0%2630.0%0.00%0.0%
Q3 2021$6,0000.0%2630.0%0.00%0.0%
Q2 2021$6,0000.0%2630.0%0.00%0.0%
Q1 2021$6,0000.0%2630.0%0.00%0.0%
Q4 2020$6,000
+20.0%
2630.0%0.00%0.0%
Q3 2020$5,0002630.00%
Other shareholders
WISDOMTREE TR shareholders Q4 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