WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 57 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,190,131 | $26,373,309 | 1.78% |
| Tower Wealth Partners, Inc. | 76,958 | $1,705,389 | 1.40% |
| SYKON CAPITAL LLC | 122,973 | $2,725,082 | 1.17% |
| SILVER OAK SECURITIES, Inc | 215,961 | $4,785,703 | 1.04% |
| Goodman Advisory Group, LLC | 105,605 | $2,340,212 | 0.87% |
| WIN ADVISORS, INC | 74,912 | $1,660,052 | 0.81% |
| Lee Financial Group Hawaii, Inc. | 37,068 | $821,418 | 0.75% |
| Empirical Asset Management, LLC | 35,777 | $792,808 | 0.69% |
| Cape Investment Advisory, Inc. | 50,373 | $1,116,266 | 0.63% |
| Freedom Investment Management, Inc. | 138,211 | $3,062,760 | 0.38% |