WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 17 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
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. | 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% |