WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 55 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,190,131 | $26,373,309 | 1.78% |
| Tower Wealth Partners, Inc. | 76,958 | $1,705,389 | 1.40% |
| SYKON CAPITAL LLC | 122,973 | $2,725,082 | 1.17% |
| SILVER OAK SECURITIES, INCORPORATED | 215,961 | $4,785,703 | 1.04% |
| Goodman Advisory Group, LLC | 105,605 | $2,340,212 | 0.87% |
| WIN ADVISORS, INC | 74,912 | $1,660,052 | 0.81% |
| Lee Financial Group Hawaii, Inc. | 37,068 | $821,418 | 0.75% |
| Empirical Asset Management, LLC | 35,777 | $792,808 | 0.69% |
| Cape Investment Advisory, Inc. | 50,373 | $1,116,266 | 0.63% |
| Freedom Investment Management, Inc. | 138,211 | $3,062,760 | 0.38% |