WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 56 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $9,630,827 | +3.2% | 217,695 | +1.5% | 0.10% | -2.9% |
Q1 2023 | $9,332,832 | +14.3% | 214,400 | +14.1% | 0.10% | +9.4% |
Q4 2022 | $8,166,106 | -10.6% | 187,921 | -6.2% | 0.10% | -20.0% |
Q3 2022 | $9,134,000 | +6.2% | 200,402 | +6.2% | 0.12% | +11.1% |
Q2 2022 | $8,604,000 | +1.9% | 188,719 | +3.8% | 0.11% | +17.4% |
Q1 2022 | $8,447,000 | – | 181,881 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
USAdvisors Wealth Management, LLC | 170,398 | $8,053,000 | 5.72% |
Harborview Advisors, LLC | 107,496 | $5,135,000 | 4.45% |
Almanack Investment Partners, LLC. | 79,021 | $3,775,000 | 1.07% |
Barber Financial Group, Inc. | 96,219 | $4,596,000 | 0.90% |
Carroll Financial Associates, Inc. | 59,821 | $2,857,000 | 0.27% |
CENTAURUS FINANCIAL, INC. | 1,243 | $26,014,000 | 0.15% |
INTERACTIVE FINANCIAL ADVISORS, INC. | 4,015 | $192,000 | 0.09% |
HENGEHOLD CAPITAL MANAGEMENT LLC | 6,877 | $329,000 | 0.08% |
AE Wealth Management LLC | 14,489 | $692,000 | 0.05% |
WEALTHSOURCE PARTNERS, LLC | 4,242 | $203,000 | 0.05% |