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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |