WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 62 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,000 | -6.6% | 10,228 | +86.3% | 0.00% | – |
| Q2 2023 | $243,000 | -24.8% | 5,491 | -26.1% | 0.00% | – |
| Q1 2023 | $323,000 | +10.2% | 7,434 | +9.9% | 0.00% | – |
| Q4 2022 | $293,000 | -97.1% | 6,767 | -97.0% | 0.00% | -100.0% |
| Q3 2022 | $10,220,000 | -1.5% | 224,253 | -1.5% | 0.00% | 0.0% |
| Q2 2022 | $10,375,000 | -7.8% | 227,578 | -6.1% | 0.00% | 0.0% |
| Q1 2022 | $11,257,000 | +10.1% | 242,388 | +10.7% | 0.00% | +50.0% |
| Q4 2021 | $10,222,000 | +11515.9% | 218,983 | +11511.0% | 0.00% | – |
| Q3 2021 | $88,000 | +252.0% | 1,886 | +262.0% | 0.00% | – |
| Q2 2021 | $25,000 | +4.2% | 521 | 0.0% | 0.00% | – |
| Q1 2021 | $24,000 | -4.0% | 521 | 0.0% | 0.00% | – |
| Q4 2020 | $25,000 | +4.2% | 521 | 0.0% | 0.00% | – |
| Q3 2020 | $24,000 | -4.0% | 521 | 0.0% | 0.00% | – |
| Q2 2020 | $25,000 | -24.2% | 521 | -27.2% | 0.00% | – |
| Q1 2020 | $33,000 | -5.7% | 716 | -2.6% | 0.00% | – |
| Q4 2019 | $35,000 | 0.0% | 735 | 0.0% | 0.00% | – |
| Q3 2019 | $35,000 | -5.4% | 735 | -3.9% | 0.00% | – |
| Q2 2019 | $37,000 | 0.0% | 765 | 0.0% | 0.00% | – |
| Q1 2019 | $37,000 | -2.6% | 765 | -4.9% | 0.00% | – |
| Q4 2018 | $38,000 | -2.6% | 804 | 0.0% | 0.00% | – |
| Q3 2018 | $39,000 | -4.9% | 804 | -6.1% | 0.00% | – |
| Q2 2018 | $41,000 | +20.6% | 856 | +20.7% | 0.00% | – |
| Q1 2018 | $34,000 | -48.5% | 709 | -48.1% | 0.00% | – |
| Q4 2017 | $66,000 | +1220.0% | 1,366 | +1176.6% | 0.00% | – |
| Q3 2017 | $5,000 | -95.0% | 107 | -94.9% | 0.00% | – |
| Q2 2017 | $101,000 | -85.9% | 2,101 | -85.9% | 0.00% | – |
| Q1 2017 | $715,000 | -17.9% | 14,851 | -17.7% | 0.00% | – |
| Q4 2016 | $871,000 | +1.0% | 18,043 | 0.0% | 0.00% | – |
| Q3 2016 | $862,000 | +0.5% | 18,043 | 0.0% | 0.00% | -100.0% |
| Q2 2016 | $858,000 | -0.2% | 18,043 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $860,000 | -6.7% | 18,043 | -5.8% | 0.00% | 0.0% |
| Q4 2015 | $922,000 | -6.0% | 19,163 | -6.3% | 0.00% | 0.0% |
| Q3 2015 | $981,000 | – | 20,450 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 934,476 | $43,397,000 | 19.73% |
| BlackDiamond Wealth Management, LLC | 44,160 | $2,051,000 | 2.45% |
| WealthShield Partners, LLC | 179,974 | $8,358,000 | 1.34% |
| Trilogy Capital Inc. | 391,183 | $18,167,000 | 1.30% |
| SILVER OAK SECURITIES, INCORPORATED | 119,479 | $5,555,000 | 1.13% |
| Golden State Equity Partners | 23,294 | $1,082,000 | 0.54% |
| Freedom Investment Management, Inc. | 117,643 | $5,463,000 | 0.49% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 33,917 | $1,575,000 | 0.45% |
| IFP Advisors, Inc | 430,191 | $20,625,000 | 0.26% |
| Mengis Capital Management, Inc. | 28,469 | $1,322,000 | 0.25% |