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 | $427,589 | -2.8% | 20,246 | -3.3% | 0.00% | – |
| Q2 2023 | $440,011 | +8.6% | 20,933 | +7.3% | 0.00% | – |
| Q1 2023 | $405,238 | -8.0% | 19,509 | -8.5% | 0.00% | – |
| Q4 2022 | $440,514 | +2.0% | 21,312 | -0.9% | 0.00% | – |
| Q3 2022 | $432,000 | 0.0% | 21,498 | -1.1% | 0.00% | – |
| Q2 2022 | $432,000 | -10.7% | 21,728 | -1.7% | 0.00% | – |
| Q1 2022 | $484,000 | -5.8% | 22,096 | -4.3% | 0.00% | – |
| Q4 2021 | $514,000 | -0.8% | 23,078 | -1.0% | 0.00% | – |
| Q3 2021 | $518,000 | -5.8% | 23,310 | -5.7% | 0.00% | – |
| Q2 2021 | $550,000 | -0.9% | 24,710 | -1.5% | 0.00% | – |
| Q1 2021 | $555,000 | -1.8% | 25,089 | -3.2% | 0.00% | – |
| Q4 2020 | $565,000 | -3.7% | 25,915 | -8.2% | 0.00% | – |
| Q3 2020 | $587,000 | -12.4% | 28,237 | -15.1% | 0.00% | – |
| Q2 2020 | $670,000 | +9.1% | 33,265 | +1.1% | 0.00% | – |
| Q1 2020 | $614,000 | -19.4% | 32,902 | +0.1% | 0.00% | – |
| Q4 2019 | $762,000 | -7.4% | 32,880 | -8.1% | 0.00% | – |
| Q3 2019 | $823,000 | -2.1% | 35,785 | -0.8% | 0.00% | – |
| Q2 2019 | $841,000 | +2.8% | 36,079 | +2.6% | 0.00% | – |
| Q1 2019 | $818,000 | – | 35,178 | – | 0.00% | – |
Download | ||||||
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% |