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 | $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% | – |
Download | ||||||
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% |