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 | $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 | $517,000 | – | 10,372 | – | 0.01% | – |
Download | ||||||
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% |