Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 43 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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 Q3 2021
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