LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 47 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$17,014,000342,6180.10%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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