Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 39 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$16,372,987
+8.2%
748,993
+9.0%
0.09%
-8.9%
Q1 2024$15,136,038
+603.2%
687,065
+590.0%
0.10%
+494.1%
Q4 2023$2,152,347
+46.8%
99,577
+43.4%
0.02%
+21.4%
Q3 2023$1,466,277
-16.1%
69,426
-16.5%
0.01%
-22.2%
Q2 2023$1,748,465
-43.8%
83,181
-44.5%
0.02%
-47.1%
Q1 2023$3,113,514
+60.8%
149,904
+60.0%
0.03%
+100.0%
Q4 2022$1,936,180
-99.9%
93,671
-44.3%
0.02%
-5.6%
Q3 2022$1,693,692,000
+522644.4%
168,170
+934.3%
0.02%
+500.0%
Q2 2022$324,000
-26.9%
16,259
-19.6%
0.00%
-40.0%
Q1 2022$443,000
-3.5%
20,224
-1.9%
0.01%0.0%
Q4 2021$459,000
+8.3%
20,609
+7.9%
0.01%
+25.0%
Q3 2021$424,000
-0.2%
19,095
+0.0%
0.00%
-20.0%
Q2 2021$425,00019,0910.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
CWH Capital Management, Inc. 196,750$4,763,0002.20%
B. Riley Wealth Management, Inc. 360,769$8,734,0002.15%
Pictet North America Advisors SA 628,422$15,214,0002.02%
AlphaStar Capital Management, LLC 228,304$5,527,0001.63%
Barber Financial Group, Inc. 261,491$6,331,0001.52%
VISTA INVESTMENT MANAGEMENT 60,504$1,465,0001.29%
Richard Bernstein Advisors LLC 1,252,000$30,311,0000.87%
CENTAURUS FINANCIAL, INC. 156$3,771,0000.68%
BANQUE PICTET & CIE SA 639,162$15,474,0000.29%
HCR Wealth Advisors 18,500$443,0000.14%
View complete list of WISDOMTREE TR shareholders