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 | $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 ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 934,476 | $43,397,000 | 19.73% |
| BlackDiamond Wealth Management, LLC | 44,160 | $2,051,000 | 2.45% |
| WealthShield Partners, LLC | 179,974 | $8,358,000 | 1.34% |
| Trilogy Capital Inc. | 391,183 | $18,167,000 | 1.30% |
| SILVER OAK SECURITIES, INCORPORATED | 119,479 | $5,555,000 | 1.13% |
| Golden State Equity Partners | 23,294 | $1,082,000 | 0.54% |
| Freedom Investment Management, Inc. | 117,643 | $5,463,000 | 0.49% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 33,917 | $1,575,000 | 0.45% |
| IFP Advisors, Inc | 430,191 | $20,625,000 | 0.26% |
| Mengis Capital Management, Inc. | 28,469 | $1,322,000 | 0.25% |