WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 3 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $605,000 | -85.5% | 12,528 | -85.7% | 0.02% | -84.8% |
| Q3 2016 | $4,185,000 | -2.4% | 87,318 | -2.9% | 0.10% | +11.2% |
| Q2 2016 | $4,287,000 | +268.9% | 89,959 | +269.9% | 0.09% | +169.7% |
| Q1 2016 | $1,162,000 | -20.6% | 24,321 | -20.1% | 0.03% | +32.0% |
| Q4 2015 | $1,463,000 | -6.9% | 30,426 | -7.1% | 0.02% | -3.8% |
| Q3 2015 | $1,571,000 | +670.1% | 32,744 | +679.4% | 0.03% | +550.0% |
| Q2 2015 | $204,000 | -56.3% | 4,201 | -55.9% | 0.00% | -55.6% |
| Q1 2015 | $467,000 | -19.6% | 9,521 | -19.2% | 0.01% | -10.0% |
| Q4 2014 | $581,000 | -76.0% | 11,782 | -75.8% | 0.01% | -78.7% |
| Q3 2014 | $2,423,000 | +148.8% | 48,736 | +148.9% | 0.05% | +213.3% |
| Q2 2014 | $974,000 | -52.9% | 19,581 | -52.8% | 0.02% | -42.3% |
| Q1 2014 | $2,066,000 | – | 41,508 | – | 0.03% | – |
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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% |