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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,785,703 | +54085.9% | 215,961 | +8.2% | 1.04% | -26.7% |
| Q2 2023 | $8,832 | +45.0% | 199,628 | +42.7% | 1.42% | +42.1% |
| Q1 2023 | $6,089 | -19.7% | 139,879 | -19.8% | 1.00% | -29.8% |
| Q4 2022 | $7,582 | -99.8% | 174,480 | -19.2% | 1.42% | +36.7% |
| Q3 2022 | $4,785,703 | -41.8% | 215,961 | +20.3% | 1.04% | -43.5% |
| Q2 2022 | $8,221,000 | +48.0% | 179,571 | +50.3% | 1.84% | +63.2% |
| Q1 2022 | $5,555,000 | – | 119,479 | – | 1.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 297,579 | $12,953,600 | 2.28% |
| Trilogy Capital Inc. | 652,611 | $28,408,157 | 2.02% |
| Tower Wealth Partners, Inc. | 37,501 | $1,632,419 | 1.36% |
| Vahanian & Associates Financial Planning Inc. | 8,276 | $360,254 | 1.00% |
| SILVER OAK SECURITIES, Inc | 139,879 | $6,089 | 1.00% |
| Cape Investment Advisory, Inc. | 26,642 | $1,159,726 | 0.71% |
| Empirical Asset Management, LLC | 16,689 | $726,482 | 0.70% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 23,316 | $1,014,930 | 0.58% |
| Freedom Investment Management, Inc. | 116,519 | $5,072,073 | 0.57% |
| IFP Advisors, Inc | 181,122 | $8,672,118 | 0.38% |