WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 54 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $701 | +0.4% | 33,180 | -0.1% | 0.00% | 0.0% |
| Q2 2023 | $698 | -0.3% | 33,211 | -1.5% | 0.00% | 0.0% |
| Q1 2023 | $700 | -0.6% | 33,718 | -1.1% | 0.00% | -50.0% |
| Q4 2022 | $704 | -99.9% | 34,095 | -5.0% | 0.00% | 0.0% |
| Q3 2022 | $721,000 | +5.9% | 35,874 | +4.8% | 0.00% | 0.0% |
| Q2 2022 | $681,000 | -18.8% | 34,224 | -10.7% | 0.00% | 0.0% |
| Q1 2022 | $839,000 | -0.1% | 38,319 | +1.6% | 0.00% | 0.0% |
| Q4 2021 | $840,000 | +170.1% | 37,729 | +126.0% | 0.00% | +100.0% |
| Q1 2020 | $311,000 | -39.6% | 16,697 | -25.0% | 0.00% | -50.0% |
| Q4 2019 | $515,000 | – | 22,252 | – | 0.00% | – |
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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% |