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 | $14,363,339 | -11.2% | 648,165 | +77.3% | 0.01% | -16.7% |
Q2 2023 | $16,176,093 | -22.0% | 365,644 | -23.3% | 0.01% | -25.0% |
Q1 2023 | $20,740,164 | +26.3% | 476,457 | +26.1% | 0.02% | +14.3% |
Q4 2022 | $16,417,850 | -29.7% | 377,813 | -26.3% | 0.01% | -39.1% |
Q3 2022 | $23,360,000 | -18.7% | 512,516 | -18.7% | 0.02% | -14.8% |
Q2 2022 | $28,741,000 | +1.7% | 630,431 | +3.6% | 0.03% | +12.5% |
Q1 2022 | $28,248,000 | +53.9% | 608,276 | +54.7% | 0.02% | +60.0% |
Q4 2021 | $18,353,000 | +39.6% | 393,177 | +40.2% | 0.02% | +25.0% |
Q3 2021 | $13,147,000 | +105.4% | 280,508 | +106.2% | 0.01% | +100.0% |
Q2 2021 | $6,400,000 | +64.4% | 136,063 | +64.3% | 0.01% | +50.0% |
Q1 2021 | $3,894,000 | +327.9% | 82,832 | +330.3% | 0.00% | +100.0% |
Q4 2018 | $910,000 | +100.0% | 19,248 | +103.1% | 0.00% | +100.0% |
Q3 2018 | $455,000 | -35.8% | 9,476 | -36.1% | 0.00% | -50.0% |
Q2 2018 | $709,000 | -27.1% | 14,837 | -27.0% | 0.00% | -33.3% |
Q1 2018 | $973,000 | +16.1% | 20,327 | +17.4% | 0.00% | 0.0% |
Q4 2017 | $838,000 | +20.4% | 17,310 | +19.4% | 0.00% | +50.0% |
Q3 2017 | $696,000 | -23.1% | 14,499 | -23.2% | 0.00% | -33.3% |
Q2 2017 | $905,000 | +66.4% | 18,882 | +66.7% | 0.00% | -25.0% |
Q1 2017 | $544,000 | +45.8% | 11,330 | +46.5% | 0.00% | +33.3% |
Q4 2016 | $373,000 | +52.2% | 7,733 | +50.7% | 0.00% | +50.0% |
Q3 2016 | $245,000 | -4.7% | 5,133 | -4.4% | 0.00% | 0.0% |
Q2 2016 | $257,000 | -59.9% | 5,370 | -60.1% | 0.00% | 0.0% |
Q1 2016 | $641,000 | -5.5% | 13,468 | -4.4% | 0.00% | 0.0% |
Q4 2015 | $678,000 | +96.5% | 14,092 | +95.4% | 0.00% | 0.0% |
Q3 2015 | $345,000 | -97.1% | 7,211 | -97.1% | 0.00% | -96.7% |
Q2 2015 | $12,066,000 | -13.1% | 247,204 | -12.2% | 0.06% | -14.1% |
Q1 2015 | $13,885,000 | -16.1% | 281,695 | -16.0% | 0.07% | -22.0% |
Q4 2014 | $16,550,000 | -2.7% | 335,425 | -2.1% | 0.09% | -9.9% |
Q3 2014 | $17,014,000 | – | 342,618 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SimpliFi, Inc. | 934,476 | $43,397,000 | 19.73% |
BlackDiamond Wealth Management, LLC | 44,160 | $2,051,000 | 2.45% |
WealthShield Partners, LLC | 179,974 | $8,358,000 | 1.34% |
Trilogy Capital Inc. | 391,183 | $18,167,000 | 1.30% |
SILVER OAK SECURITIES, INCORPORATED | 119,479 | $5,555,000 | 1.13% |
Golden State Equity Partners | 23,294 | $1,082,000 | 0.54% |
Freedom Investment Management, Inc. | 117,643 | $5,463,000 | 0.49% |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 33,917 | $1,575,000 | 0.45% |
IFP Advisors, Inc | 430,191 | $20,625,000 | 0.26% |
Mengis Capital Management, Inc. | 28,469 | $1,322,000 | 0.25% |