HBK Sorce Advisory LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 26 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$303,0000.0%6,4450.0%0.02%
-5.6%
Q1 2021$303,000
-0.7%
6,445
-0.3%
0.02%
-5.3%
Q4 2020$305,000
+2.3%
6,464
+1.4%
0.02%
-9.5%
Q3 2020$298,000
-0.7%
6,3750.0%0.02%
-4.5%
Q2 2020$300,0006,3750.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Trilogy Capital Inc. 1,190,131$26,373,3091.78%
Tower Wealth Partners, Inc. 76,958$1,705,3891.40%
SYKON CAPITAL LLC 122,973$2,725,0821.17%
SILVER OAK SECURITIES, INCORPORATED 215,961$4,785,7031.04%
Goodman Advisory Group, LLC 105,605$2,340,2120.87%
WIN ADVISORS, INC 74,912$1,660,0520.81%
Lee Financial Group Hawaii, Inc. 37,068$821,4180.75%
Empirical Asset Management, LLC 35,777$792,8080.69%
Cape Investment Advisory, Inc. 50,373$1,116,2660.63%
Freedom Investment Management, Inc. 138,211$3,062,7600.38%
View complete list of WISDOMTREE TR shareholders