WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 62 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,255,000 | +1.6% | 237,294 | +102.4% | 0.01% | 0.0% |
| Q2 2023 | $5,174,000 | +2.4% | 117,248 | +1.0% | 0.01% | -9.1% |
| Q1 2023 | $5,054,000 | +2.9% | 116,124 | +2.4% | 0.01% | 0.0% |
| Q4 2022 | $4,912,000 | +2.7% | 113,356 | +7.6% | 0.01% | -15.4% |
| Q3 2022 | $4,782,000 | -2.9% | 105,388 | -2.7% | 0.01% | 0.0% |
| Q2 2022 | $4,927,000 | -2.3% | 108,279 | -0.3% | 0.01% | +18.2% |
| Q1 2022 | $5,043,000 | -1.4% | 108,560 | -0.9% | 0.01% | 0.0% |
| Q4 2021 | $5,116,000 | +2.4% | 109,537 | +2.7% | 0.01% | -15.4% |
| Q3 2021 | $4,997,000 | +5.4% | 106,662 | +5.8% | 0.01% | -7.1% |
| Q2 2021 | $4,742,000 | – | 100,818 | – | 0.01% | – |
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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% |