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
| 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 ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,190,131 | $26,373,309 | 1.78% |
| Tower Wealth Partners, Inc. | 76,958 | $1,705,389 | 1.40% |
| SYKON CAPITAL LLC | 122,973 | $2,725,082 | 1.17% |
| SILVER OAK SECURITIES, INCORPORATED | 215,961 | $4,785,703 | 1.04% |
| Goodman Advisory Group, LLC | 105,605 | $2,340,212 | 0.87% |
| WIN ADVISORS, INC | 74,912 | $1,660,052 | 0.81% |
| Lee Financial Group Hawaii, Inc. | 37,068 | $821,418 | 0.75% |
| Empirical Asset Management, LLC | 35,777 | $792,808 | 0.69% |
| Cape Investment Advisory, Inc. | 50,373 | $1,116,266 | 0.63% |
| Freedom Investment Management, Inc. | 138,211 | $3,062,760 | 0.38% |