Aprio Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 62 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Aprio Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$264,000
-27.4%
12,500
-27.7%
0.07%
-27.0%
Q2 2023$363,646
-9.3%
17,300
-10.4%
0.10%
-19.4%
Q1 2023$400,923
-12.2%
19,303
-12.6%
0.12%
-23.0%
Q4 2022$456,662
-16.4%
22,093
-18.6%
0.16%
-26.5%
Q3 2022$546,000
-92.5%
27,134
-92.6%
0.22%
-92.4%
Q2 2022$7,250,000
-4.6%
364,304
+5.1%
2.89%
-0.3%
Q1 2022$7,600,000346,7362.90%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
VISTA INVESTMENT MANAGEMENT 107,682$2,350,0001.58%
AlphaStar Capital Management, LLC 241,001$5,273,0000.90%
McAdam, LLC 188,833$4,117,0000.63%
HCR Wealth Advisors 21,500$469,0000.10%
CENTAURUS FINANCIAL, INC. 28,037$612,0000.06%
FLOW TRADERS U.S. LLC 35,192$768,0000.05%
Retirement Group, LLC 3,520$76,0000.04%
Stratos Wealth Partners, LTD. 50,941$1,112,0000.03%
J.W. COLE ADVISORS, INC. 11,155$243,0000.02%
IFP Advisors, Inc 22,896$501,0000.02%
View complete list of WISDOMTREE TR shareholders