WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 41 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,062,760 | -2.5% | 138,211 | +94.6% | 0.38% | +6.5% |
| Q2 2023 | $3,141,328 | -38.1% | 71,007 | -39.1% | 0.35% | -38.6% |
| Q1 2023 | $5,072,073 | -4.5% | 116,519 | -4.7% | 0.57% | -4.2% |
| Q4 2022 | $5,313,647 | -99.9% | 122,279 | +19.6% | 0.60% | +11.4% |
| Q3 2022 | $4,660,679,000 | -6.2% | 102,253 | -6.2% | 0.54% | +1.3% |
| Q2 2022 | $4,968,024,000 | +90839.5% | 108,972 | -7.4% | 0.53% | +8.2% |
| Q1 2022 | $5,463,000 | -53.0% | 117,643 | -52.8% | 0.49% | -42.5% |
| Q4 2021 | $11,626,000 | -7.8% | 249,050 | -7.5% | 0.85% | -11.6% |
| Q3 2021 | $12,614,000 | -4.5% | 269,132 | -4.2% | 0.96% | -2.0% |
| Q2 2021 | $13,215,000 | -4.6% | 280,928 | -4.6% | 0.98% | -8.6% |
| Q1 2021 | $13,850,000 | – | 294,614 | – | 1.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| USAdvisors Wealth Management, LLC | 170,398 | $8,053,000 | 5.72% |
| Harborview Advisors, LLC | 107,496 | $5,135,000 | 4.45% |
| Almanack Investment Partners, LLC. | 79,021 | $3,775,000 | 1.07% |
| Barber Financial Group, Inc. | 96,219 | $4,596,000 | 0.90% |
| Carroll Financial Associates, Inc. | 59,821 | $2,857,000 | 0.27% |
| CENTAURUS FINANCIAL, INC. | 1,243 | $26,014,000 | 0.15% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 4,015 | $192,000 | 0.09% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 6,877 | $329,000 | 0.08% |
| AE Wealth Management LLC | 14,489 | $692,000 | 0.05% |
| WEALTHSOURCE PARTNERS, LLC | 4,242 | $203,000 | 0.05% |