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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $758,658 | +0.1% | 35,921 | -1.9% | 0.04% | 0.0% |
| Q1 2023 | $757,872 | -1.0% | 36,630 | -1.1% | 0.04% | +5.6% |
| Q4 2022 | $765,627 | +12.6% | 37,041 | +9.6% | 0.04% | -12.2% |
| Q3 2022 | $680,000 | +10.2% | 33,801 | +9.0% | 0.04% | +13.9% |
| Q2 2022 | $617,000 | +4.6% | 30,998 | +15.1% | 0.04% | +63.6% |
| Q1 2022 | $590,000 | +32.3% | 26,924 | +34.4% | 0.02% | +37.5% |
| Q4 2021 | $446,000 | – | 20,027 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Empirical Asset Management, LLC | 60,033 | $1,267,895 | 1.10% |
| B. Riley Wealth Advisors, Inc. | 1,170,554 | $24,722,102 | 0.67% |
| VISTA INVESTMENT MANAGEMENT | 43,574 | $920,291 | 0.48% |
| KCS Wealth Advisory | 52,038 | $1,099,032 | 0.47% |
| INVENIO WEALTH PARTNERS LLC | 9,985 | $210,883 | 0.19% |
| McAdam, LLC | 84,262 | $1,779,610 | 0.15% |
| Team Financial Group, LLC | 7,862 | $166,045 | 0.14% |
| VERUS CAPITAL PARTNERS, LLC | 33,566 | $708,914 | 0.10% |
| HCR Wealth Advisors | 21,000 | $443,520 | 0.10% |
| Aprio Wealth Management, LLC | 12,500 | $264,000 | 0.07% |