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 | $923,008 | -1.4% | 41,652 | +96.8% | 0.04% | +2.9% |
| Q2 2023 | $936,251 | +6.5% | 21,163 | +4.8% | 0.03% | +17.2% |
| Q1 2023 | $878,697 | -17.5% | 20,186 | -17.7% | 0.03% | -23.7% |
| Q4 2022 | $1,065,574 | +188.8% | 24,521 | +214.2% | 0.04% | +40.7% |
| Q4 2018 | $369,000 | -39.6% | 7,805 | -38.7% | 0.03% | -25.0% |
| Q3 2018 | $611,000 | -1.0% | 12,727 | -1.6% | 0.04% | -12.2% |
| Q2 2018 | $617,000 | -1.4% | 12,928 | -1.2% | 0.04% | -10.9% |
| Q1 2018 | $626,000 | +7.9% | 13,086 | +9.2% | 0.05% | +2.2% |
| Q4 2017 | $580,000 | +15.5% | 11,980 | +14.6% | 0.04% | +9.8% |
| Q3 2017 | $502,000 | +0.2% | 10,458 | +0.0% | 0.04% | -12.8% |
| Q2 2017 | $501,000 | -0.4% | 10,453 | +0.0% | 0.05% | -4.1% |
| Q1 2017 | $503,000 | +44.5% | 10,448 | +44.8% | 0.05% | +28.9% |
| Q4 2016 | $348,000 | – | 7,213 | – | 0.04% | – |
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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, 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% |