WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 61 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $630,031 | -25.1% | 28,431 | +49.5% | 0.01% | -22.2% |
| Q2 2023 | $841,312 | -25.3% | 19,017 | -26.5% | 0.02% | -18.2% |
| Q1 2023 | $1,126,599 | -77.3% | 25,881 | -77.3% | 0.02% | -84.4% |
| Q4 2022 | $4,963,039 | +133.8% | 114,211 | +145.2% | 0.14% | +135.0% |
| Q2 2022 | $2,123,000 | +339.5% | 46,577 | +352.0% | 0.06% | +200.0% |
| Q3 2021 | $483,000 | -6.4% | 10,304 | -6.2% | 0.02% | +17.6% |
| Q2 2021 | $516,000 | – | 10,980 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 297,579 | $12,953,600 | 2.28% |
| Trilogy Capital Inc. | 652,611 | $28,408,157 | 2.02% |
| Tower Wealth Partners, Inc. | 37,501 | $1,632,419 | 1.36% |
| Vahanian & Associates Financial Planning Inc. | 8,276 | $360,254 | 1.00% |
| SILVER OAK SECURITIES, Inc | 139,879 | $6,089 | 1.00% |
| Cape Investment Advisory, Inc. | 26,642 | $1,159,726 | 0.71% |
| Empirical Asset Management, LLC | 16,689 | $726,482 | 0.70% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 23,316 | $1,014,930 | 0.58% |
| Freedom Investment Management, Inc. | 116,519 | $5,072,073 | 0.57% |
| IFP Advisors, Inc | 181,122 | $8,672,118 | 0.38% |