WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380.
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 ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 935,332 | $42,642,000 | 21.06% |
| BlackDiamond Wealth Management, LLC | 60,694 | $2,785,000 | 3.47% |
| Tower Wealth Partners, Inc. | 41,852 | $1,908,000 | 2.54% |
| Barber Financial Group, Inc. | 310,833 | $14,171,000 | 2.32% |
| SILVER OAK SECURITIES, Inc | 179,571 | $8,221,000 | 1.84% |
| WealthShield Partners, LLC | 169,480 | $7,727,000 | 1.53% |
| Trilogy Capital Inc. | 363,508 | $16,572,000 | 1.44% |
| Freedom Investment Management, Inc. | 108,972 | $4,968,024,000 | 0.53% |
| Main Street Financial Solutions, LLC | 75,699 | $3,445,000 | 0.44% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 28,212 | $1,286,000 | 0.36% |