Cerity Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 62 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$978,824
+6.0%
22,525
+11.3%
0.01%
-45.5%
Q3 2022$923,000
-51.2%
20,242
-51.2%
0.01%
-47.6%
Q2 2022$1,890,00041,4550.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
SimpliFi, Inc. 934,476$43,397,00019.73%
BlackDiamond Wealth Management, LLC 44,160$2,051,0002.45%
WealthShield Partners, LLC 179,974$8,358,0001.34%
Trilogy Capital Inc. 391,183$18,167,0001.30%
SILVER OAK SECURITIES, INCORPORATED 119,479$5,555,0001.13%
Golden State Equity Partners 23,294$1,082,0000.54%
Freedom Investment Management, Inc. 117,643$5,463,0000.49%
PACIFIC CAPITAL WEALTH ADVISORS, INC 33,917$1,575,0000.45%
IFP Advisors, Inc 430,191$20,625,0000.26%
Mengis Capital Management, Inc. 28,469$1,322,0000.25%
View complete list of WISDOMTREE TR shareholders