WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 56 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $288 | -99.9% | 6,615 | +4.3% | 0.01% | -25.0% |
| Q3 2022 | $289,000 | +25.7% | 6,343 | +25.6% | 0.02% | +33.3% |
| Q2 2022 | $230,000 | -87.8% | 5,052 | -87.5% | 0.01% | -76.5% |
| Q4 2021 | $1,890,000 | +118.0% | 40,496 | +118.8% | 0.05% | +45.7% |
| Q3 2021 | $867,000 | -21.8% | 18,508 | -21.5% | 0.04% | -36.4% |
| Q2 2021 | $1,109,000 | -66.1% | 23,582 | -66.1% | 0.06% | -68.9% |
| Q1 2021 | $3,270,000 | +1240.2% | 69,548 | +1245.7% | 0.18% | +941.2% |
| Q4 2020 | $244,000 | – | 5,168 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 935,332 | $42,642,000 | 21.06% |
| BlackDiamond Wealth Management, LLC | 60,694 | $2,785,000 | 3.47% |
| Tower Wealth Partners, Inc. | 41,852 | $1,908,000 | 2.54% |
| Barber Financial Group, Inc. | 310,833 | $14,171,000 | 2.32% |
| SILVER OAK SECURITIES, Inc | 179,571 | $8,221,000 | 1.84% |
| WealthShield Partners, LLC | 169,480 | $7,727,000 | 1.53% |
| Trilogy Capital Inc. | 363,508 | $16,572,000 | 1.44% |
| Freedom Investment Management, Inc. | 108,972 | $4,968,024,000 | 0.53% |
| Main Street Financial Solutions, LLC | 75,699 | $3,445,000 | 0.44% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 28,212 | $1,286,000 | 0.36% |