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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $208,000 | 0.0% | 4,564 | 0.0% | 0.03% | +10.3% |
| Q2 2022 | $208,000 | -1.9% | 4,564 | 0.0% | 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% | 4,761 | 0.0% | 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 | $220,000 | – | 4,658 | – | 0.07% | – |
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% |