ENVESTNET ASSET MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 34 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,151,274
+1371.1%
232,458
+2836.9%
0.00%
Q2 2023$350,160
+19.6%
7,915
+17.7%
0.00%
Q1 2023$292,748
-47.5%
6,725
-45.1%
0.00%
Q3 2022$558,000
-1.9%
12,242
-1.9%
0.00%
Q2 2022$569,000
-59.6%
12,481
-58.9%
0.00%
-100.0%
Q1 2022$1,409,000
+314.4%
30,331
+316.2%
0.00%
Q4 2021$340,000
+0.3%
7,288
+0.9%
0.00%
Q3 2021$339,000
+11.1%
7,223
+11.4%
0.00%
Q2 2021$305,000
-38.1%
6,484
-38.1%
0.00%
Q1 2021$493,000
-61.8%
10,480
-60.5%
0.00%
-100.0%
Q2 2015$1,291,000
+149.7%
26,549
+156.0%
0.01%
+20.0%
Q3 2014$517,00010,3720.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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