HENGEHOLD CAPITAL MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 47 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
HENGEHOLD CAPITAL MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$208,0000.0%4,5640.0%0.03%
+10.3%
Q2 2022$208,000
-1.9%
4,5640.0%0.03%0.0%
Q1 2022$212,000
-4.1%
4,564
-3.7%
0.03%
+7.4%
Q4 2021$221,000
-0.9%
4,737
-0.5%
0.03%
-6.9%
Q3 2021$223,000
-0.4%
4,7610.0%0.03%0.0%
Q2 2021$224,000
-0.9%
4,761
-0.8%
0.03%
-6.5%
Q1 2021$226,000
-80.2%
4,800
-80.2%
0.03%
-81.8%
Q4 2020$1,143,000
+0.7%
24,247
-0.0%
0.17%
-7.1%
Q3 2020$1,135,000
-1.0%
24,256
-0.5%
0.18%
-9.9%
Q2 2020$1,146,000
+105.0%
24,372
+100.9%
0.20%
+70.6%
Q1 2020$559,000
-5.4%
12,129
-1.3%
0.12%
+19.0%
Q4 2019$591,000
+0.2%
12,290
-0.4%
0.10%
-7.4%
Q3 2019$590,000
-1.7%
12,342
-1.9%
0.11%
-6.1%
Q2 2019$600,000
+82.4%
12,585
+83.0%
0.12%
+49.4%
Q1 2019$329,000
+49.5%
6,877
+47.6%
0.08%
+8.5%
Q4 2018$220,0004,6580.07%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Trilogy Capital Inc. 1,190,131$26,373,3091.78%
Tower Wealth Partners, Inc. 76,958$1,705,3891.40%
SYKON CAPITAL LLC 122,973$2,725,0821.17%
SILVER OAK SECURITIES, INCORPORATED 215,961$4,785,7031.04%
Goodman Advisory Group, LLC 105,605$2,340,2120.87%
WIN ADVISORS, INC 74,912$1,660,0520.81%
Lee Financial Group Hawaii, Inc. 37,068$821,4180.75%
Empirical Asset Management, LLC 35,777$792,8080.69%
Cape Investment Advisory, Inc. 50,373$1,116,2660.63%
Freedom Investment Management, Inc. 138,211$3,062,7600.38%
View complete list of WISDOMTREE TR shareholders