WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 68 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,176,215 | +0.5% | 52,745 | -0.5% | 0.01% | 0.0% |
| Q1 2024 | $1,170,296 | +19.8% | 53,003 | +19.0% | 0.01% | 0.0% |
| Q4 2023 | $976,702 | -8.7% | 44,558 | -7.7% | 0.01% | -20.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Harborview Advisors, LLC | 222,394 | $10,690,000 | 8.19% |
| USAdvisors Wealth Management, LLC | 207,886 | $9,993,000 | 5.18% |
| Barber Financial Group, Inc. | 91,650 | $4,406,000 | 0.89% |
| Financial Gravity Asset Management, Inc. | 23,854 | $1,147,000 | 0.79% |
| Ameritas Investment Company, LLC | 54,569 | $2,623,000 | 0.55% |
| Carroll Financial Associates, Inc. | 98,062 | $4,713,000 | 0.38% |
| Blue Sky Asset Management, LLC | 23,854 | $1,147,000 | 0.33% |
| Beacon Financial Advisory LLC | 6,189 | $297,000 | 0.25% |
| CENTAURUS FINANCIAL, INC. | 33,619 | $1,616,000 | 0.23% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 5,465 | $263,000 | 0.12% |