WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 57 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 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, Inc | 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% |