WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 26 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $42,000 | 0.0% | 900 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $42,000 | 0.0% | 900 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $42,000 | 0.0% | 900 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $42,000 | +2.4% | 900 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $41,000 | -4.7% | 900 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $43,000 | 0.0% | 900 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $43,000 | 0.0% | 900 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $43,000 | 0.0% | 900 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $43,000 | -2.3% | 900 | -2.7% | 0.01% | -20.0% |
| Q4 2018 | $44,000 | 0.0% | 925 | 0.0% | 0.02% | +25.0% |
| Q3 2018 | $44,000 | -81.3% | 925 | -81.2% | 0.01% | -81.5% |
| Q2 2018 | $235,000 | -0.4% | 4,925 | 0.0% | 0.06% | -3.0% |
| Q1 2018 | $236,000 | -1.7% | 4,925 | -0.5% | 0.07% | 0.0% |
| Q4 2017 | $240,000 | +0.8% | 4,950 | 0.0% | 0.07% | -8.2% |
| Q3 2017 | $238,000 | -0.8% | 4,950 | -1.0% | 0.07% | -3.9% |
| Q2 2017 | $240,000 | -1.6% | 5,000 | -1.6% | 0.08% | -1.3% |
| Q1 2017 | $244,000 | -0.4% | 5,080 | 0.0% | 0.08% | -3.8% |
| Q4 2016 | $245,000 | -15.8% | 5,080 | -16.7% | 0.08% | -17.5% |
| Q3 2016 | $291,000 | +0.3% | 6,100 | 0.0% | 0.10% | +2.1% |
| Q2 2016 | $290,000 | +0.3% | 6,100 | 0.0% | 0.10% | 0.0% |
| Q1 2016 | $289,000 | -17.7% | 6,100 | -16.4% | 0.10% | -11.2% |
| Q4 2015 | $351,000 | -26.1% | 7,300 | -26.4% | 0.11% | -26.2% |
| Q3 2015 | $475,000 | -1.5% | 9,918 | 0.0% | 0.14% | +16.0% |
| Q2 2015 | $482,000 | – | 9,918 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 935,332 | $42,642,000 | 21.06% |
| BlackDiamond Wealth Management, LLC | 60,694 | $2,785,000 | 3.47% |
| Tower Wealth Partners, Inc. | 41,852 | $1,908,000 | 2.54% |
| Barber Financial Group, Inc. | 310,833 | $14,171,000 | 2.32% |
| SILVER OAK SECURITIES, Inc | 179,571 | $8,221,000 | 1.84% |
| WealthShield Partners, LLC | 169,480 | $7,727,000 | 1.53% |
| Trilogy Capital Inc. | 363,508 | $16,572,000 | 1.44% |
| Freedom Investment Management, Inc. | 108,972 | $4,968,024,000 | 0.53% |
| Main Street Financial Solutions, LLC | 75,699 | $3,445,000 | 0.44% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 28,212 | $1,286,000 | 0.36% |