WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 13 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,069,663 | +0.4% | 48,270 | +100.5% | 0.01% | +11.1% |
| Q2 2023 | $1,065,214 | -5.4% | 24,078 | -6.9% | 0.01% | -18.2% |
| Q1 2023 | $1,126,086 | +83067.4% | 25,869 | -17.0% | 0.01% | – |
| Q4 2022 | $1,354 | -99.9% | 31,149 | +15.9% | 0.00% | -100.0% |
| Q3 2022 | $1,225,000 | +14.2% | 26,886 | +14.2% | 0.01% | +40.0% |
| Q2 2022 | $1,073,000 | +130.3% | 23,533 | +134.6% | 0.01% | +150.0% |
| Q1 2022 | $466,000 | +2.4% | 10,029 | +2.8% | 0.00% | +33.3% |
| Q4 2021 | $455,000 | +4036.4% | 9,757 | +4198.2% | 0.00% | – |
| Q2 2020 | $11,000 | -98.1% | 227 | -98.1% | 0.00% | -100.0% |
| Q2 2015 | $580,000 | -11.7% | 11,928 | -10.9% | 0.03% | -26.3% |
| Q1 2015 | $657,000 | -56.9% | 13,384 | -56.7% | 0.04% | -61.2% |
| Q4 2014 | $1,523,000 | +12.1% | 30,875 | +13.1% | 0.10% | +4.3% |
| Q3 2014 | $1,359,000 | – | 27,297 | – | 0.09% | – |
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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% |