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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,974,077 | +8.1% | 44,622 | +6.4% | 0.00% | – |
| Q1 2023 | $1,826,171 | +67.9% | 41,952 | +67.6% | 0.00% | – |
| Q4 2022 | $1,087,896 | +49.2% | 25,035 | +56.6% | 0.00% | – |
| Q3 2022 | $729,000 | +212.9% | 15,990 | +212.5% | 0.00% | – |
| Q2 2022 | $233,000 | -90.8% | 5,116 | -90.6% | 0.00% | -100.0% |
| Q4 2021 | $2,544,000 | +40.8% | 54,507 | +41.4% | 0.00% | – |
| Q3 2021 | $1,807,000 | +16.2% | 38,549 | +16.6% | 0.00% | – |
| Q1 2021 | $1,555,000 | -38.9% | 33,075 | -38.7% | 0.00% | -100.0% |
| Q4 2020 | $2,545,000 | +245.3% | 53,991 | +244.3% | 0.00% | – |
| Q2 2020 | $737,000 | -27.1% | 15,681 | -28.6% | 0.00% | – |
| Q1 2020 | $1,011,000 | -28.5% | 21,949 | -25.2% | 0.00% | -100.0% |
| Q4 2019 | $1,414,000 | -25.1% | 29,358 | -25.5% | 0.00% | 0.0% |
| Q3 2019 | $1,889,000 | -12.8% | 39,412 | -13.2% | 0.00% | 0.0% |
| Q2 2019 | $2,167,000 | +71.8% | 45,404 | +70.2% | 0.00% | 0.0% |
| Q4 2018 | $1,261,000 | – | 26,684 | – | 0.00% | – |
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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, INCORPORATED | 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% |