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 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% | – |
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, Inc | 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% |