WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 54 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,753 | -0.7% | 83 | -1.2% | 0.00% | – |
| Q2 2023 | $1,766 | -49.4% | 84 | -50.0% | 0.00% | – |
| Q1 2023 | $3,490 | +100.9% | 168 | +100.0% | 0.00% | – |
| Q4 2022 | $1,737 | -13.2% | 84 | -4.5% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 88 | +4.8% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 84 | -7.7% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 91 | +7.1% | 0.00% | – |
| Q4 2021 | $2,000 | -60.0% | 85 | -63.5% | 0.00% | – |
| Q3 2021 | $5,000 | – | 233 | +23200.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q1 2020 | $0 | – | 2 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Empirical Asset Management, LLC | 61,728 | $1,282,096 | 1.23% |
| VISTA INVESTMENT MANAGEMENT | 77,105 | $1,601,474 | 0.85% |
| KCS Wealth Advisory | 57,788 | $1,200,246 | 0.45% |
| B. Riley Wealth Advisors, Inc. | 796,588 | $16,545,124 | 0.44% |
| McAdam, LLC | 90,740 | $1,884,673 | 0.17% |
| VERUS CAPITAL PARTNERS, LLC | 39,103 | $812,159 | 0.13% |
| Aprio Wealth Management, LLC | 19,303 | $400,923 | 0.12% |
| Avestar Capital, LLC | 30,929 | $642,395 | 0.12% |
| HCR Wealth Advisors | 21,000 | $436,170 | 0.09% |
| Robertson Stephens Wealth Management, LLC | 43,909 | $911,990 | 0.07% |