D.A. DAVIDSON & CO. - WISDOMTREE TR ownership

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
D.A. DAVIDSON & CO. ownership history of WISDOMTREE TR
ValueSharesWeighting
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$8,447,000181,8810.09%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
USAdvisors Wealth Management, LLC 170,398$8,053,0005.72%
Harborview Advisors, LLC 107,496$5,135,0004.45%
Almanack Investment Partners, LLC. 79,021$3,775,0001.07%
Barber Financial Group, Inc. 96,219$4,596,0000.90%
Carroll Financial Associates, Inc. 59,821$2,857,0000.27%
CENTAURUS FINANCIAL, INC. 1,243$26,014,0000.15%
INTERACTIVE FINANCIAL ADVISORS, INC. 4,015$192,0000.09%
HENGEHOLD CAPITAL MANAGEMENT LLC 6,877$329,0000.08%
AE Wealth Management LLC 14,489$692,0000.05%
WEALTHSOURCE PARTNERS, LLC 4,242$203,0000.05%
View complete list of WISDOMTREE TR shareholders