WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 18 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3 | -92.1% | 79 | -91.0% | 0.00% | -100.0% |
| Q4 2022 | $38 | -96.2% | 873 | +3257.7% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 26 | +36.8% | 0.00% | – |
| Q4 2019 | $1,000 | -90.9% | 19 | -91.9% | 0.00% | -100.0% |
| Q4 2018 | $11,000 | +120.0% | 234 | +134.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | -73.7% | 100 | -75.0% | 0.00% | -50.0% |
| Q3 2016 | $19,000 | -5.0% | 400 | -2.9% | 0.00% | 0.0% |
| Q2 2016 | $20,000 | -16.7% | 412 | -16.9% | 0.00% | -50.0% |
| Q1 2016 | $24,000 | -36.8% | 496 | -37.9% | 0.00% | -33.3% |
| Q4 2015 | $38,000 | -51.3% | 799 | -50.9% | 0.01% | -25.0% |
| Q3 2015 | $78,000 | +39.3% | 1,626 | +41.9% | 0.01% | +60.0% |
| Q2 2015 | $56,000 | +9.8% | 1,146 | +11.2% | 0.01% | -16.7% |
| Q1 2015 | $51,000 | +82.1% | 1,031 | +80.2% | 0.01% | +100.0% |
| Q4 2014 | $28,000 | +47.4% | 572 | +51.3% | 0.00% | +50.0% |
| Q3 2014 | $19,000 | +850.0% | 378 | +845.0% | 0.00% | – |
| Q2 2014 | $2,000 | – | 40 | – | 0.00% | – |
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% |