WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 15 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,408,000 | +6.5% | 50,130 | +6.0% | 0.02% | -6.2% |
| Q3 2019 | $2,261,000 | -0.4% | 47,307 | -0.7% | 0.02% | 0.0% |
| Q2 2019 | $2,271,000 | -4.9% | 47,658 | -4.7% | 0.02% | -11.1% |
| Q1 2019 | $2,389,000 | +302.2% | 49,992 | +297.5% | 0.02% | +260.0% |
| Q4 2018 | $594,000 | -65.2% | 12,578 | -64.6% | 0.01% | -64.3% |
| Q3 2018 | $1,707,000 | +67.7% | 35,562 | +67.3% | 0.01% | +55.6% |
| Q2 2018 | $1,018,000 | 0.0% | 21,262 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,018,000 | +275.6% | 21,262 | +279.5% | 0.01% | +200.0% |
| Q4 2017 | $271,000 | +4.2% | 5,602 | +3.5% | 0.00% | 0.0% |
| Q3 2017 | $260,000 | +5.7% | 5,415 | +5.6% | 0.00% | 0.0% |
| Q2 2017 | $246,000 | +18.8% | 5,128 | +19.5% | 0.00% | 0.0% |
| Q1 2017 | $207,000 | 0.0% | 4,292 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $207,000 | +48.9% | 4,292 | +47.4% | 0.00% | +50.0% |
| Q3 2016 | $139,000 | -68.0% | 2,911 | -67.4% | 0.00% | -75.0% |
| Q2 2015 | $434,000 | -0.9% | 8,930 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $438,000 | -6.0% | 8,930 | -5.5% | 0.01% | -20.0% |
| Q4 2014 | $466,000 | -6.0% | 9,450 | -5.2% | 0.01% | -28.6% |
| Q3 2014 | $496,000 | – | 9,964 | – | 0.01% | – |
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% |