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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,961 | -3.7% | 21,447 | -4.1% | 0.00% | 0.0% |
| Q2 2023 | $470,324 | -4.5% | 22,375 | -5.6% | 0.00% | 0.0% |
| Q1 2023 | $492,416 | +0.5% | 23,708 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $490,045 | +2.7% | 23,708 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $477,000 | +1.1% | 23,708 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $472,000 | -9.8% | 23,708 | -0.6% | 0.00% | 0.0% |
| Q1 2022 | $523,000 | +39.8% | 23,840 | +41.9% | 0.00% | – |
| Q4 2021 | $374,000 | 0.0% | 16,802 | -0.0% | 0.00% | -100.0% |
| Q3 2021 | $374,000 | +78.1% | 16,803 | +86.5% | 0.00% | 0.0% |
| Q2 2019 | $210,000 | -52.1% | 9,008 | -51.7% | 0.00% | 0.0% |
| Q1 2019 | $438,000 | – | 18,668 | – | 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% |