WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 18 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,889 | +2.7% | 16,962 | +105.1% | 0.25% | +1.6% |
| Q2 2023 | $365,983 | -1.6% | 8,272 | -3.1% | 0.25% | +4.6% |
| Q1 2023 | $371,774 | +3.2% | 8,540 | +3.1% | 0.24% | +10.2% |
| Q4 2022 | $360,126 | +3.8% | 8,287 | +8.8% | 0.22% | +7.5% |
| Q3 2022 | $347,000 | +7.1% | 7,620 | +7.6% | 0.20% | +23.3% |
| Q2 2022 | $324,000 | -8.5% | 7,081 | +0.8% | 0.16% | -1.8% |
| Q1 2022 | $354,000 | +11.0% | 7,024 | +2.8% | 0.17% | +36.1% |
| Q4 2021 | $319,000 | -32.3% | 6,831 | +4.8% | 0.12% | -40.8% |
| Q3 2021 | $471,000 | +55.4% | 6,521 | +1.1% | 0.21% | +67.5% |
| Q2 2021 | $303,000 | -13.7% | 6,450 | -13.5% | 0.12% | -16.3% |
| Q1 2021 | $351,000 | +21.5% | 7,457 | +21.6% | 0.15% | +12.2% |
| Q4 2020 | $289,000 | +2.1% | 6,131 | +1.5% | 0.13% | -7.1% |
| Q3 2020 | $283,000 | +2.5% | 6,043 | +3.1% | 0.14% | +3.7% |
| Q2 2020 | $276,000 | +3.4% | 5,859 | +1.2% | 0.14% | -42.4% |
| Q1 2020 | $267,000 | +1.5% | 5,788 | +5.9% | 0.24% | +98.3% |
| Q4 2019 | $263,000 | +2.7% | 5,465 | +2.1% | 0.12% | +0.8% |
| Q3 2019 | $256,000 | +26.7% | 5,354 | +26.4% | 0.12% | +26.9% |
| Q2 2019 | $202,000 | +5.2% | 4,236 | +5.5% | 0.09% | +1.1% |
| Q1 2019 | $192,000 | +3.8% | 4,015 | +2.8% | 0.09% | -4.2% |
| Q4 2018 | $185,000 | -6.1% | 3,907 | -4.8% | 0.10% | +2.1% |
| Q3 2018 | $197,000 | -5.3% | 4,103 | -5.7% | 0.09% | -4.1% |
| Q2 2018 | $208,000 | -38.3% | 4,349 | -38.2% | 0.10% | -39.1% |
| Q1 2018 | $337,000 | -57.2% | 7,034 | -56.8% | 0.16% | -53.5% |
| Q4 2017 | $788,000 | +2.3% | 16,285 | +1.5% | 0.35% | -1.4% |
| Q3 2017 | $770,000 | +0.3% | 16,049 | +0.2% | 0.35% | -2.8% |
| Q2 2017 | $768,000 | -2.9% | 16,013 | -2.6% | 0.36% | -6.2% |
| Q1 2017 | $791,000 | -10.8% | 16,440 | -10.5% | 0.38% | -13.9% |
| Q4 2016 | $887,000 | -13.1% | 18,362 | -14.0% | 0.45% | -12.5% |
| Q3 2016 | $1,021,000 | +2.7% | 21,363 | +2.3% | 0.51% | -2.5% |
| Q2 2016 | $994,000 | -3.3% | 20,888 | -3.6% | 0.52% | -17.0% |
| Q1 2016 | $1,028,000 | – | 21,668 | – | 0.63% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 935,332 | $42,642,000 | 21.06% |
| BlackDiamond Wealth Management, LLC | 60,694 | $2,785,000 | 3.47% |
| Tower Wealth Partners, Inc. | 41,852 | $1,908,000 | 2.54% |
| Barber Financial Group, Inc. | 310,833 | $14,171,000 | 2.32% |
| SILVER OAK SECURITIES, Inc | 179,571 | $8,221,000 | 1.84% |
| WealthShield Partners, LLC | 169,480 | $7,727,000 | 1.53% |
| Trilogy Capital Inc. | 363,508 | $16,572,000 | 1.44% |
| Freedom Investment Management, Inc. | 108,972 | $4,968,024,000 | 0.53% |
| Main Street Financial Solutions, LLC | 75,699 | $3,445,000 | 0.44% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 28,212 | $1,286,000 | 0.36% |