WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 47 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410,846 | -97.2% | 18,540 | -94.4% | 0.00% | -100.0% |
| Q2 2023 | $14,658,526 | +63.3% | 331,341 | +60.7% | 0.01% | +25.0% |
| Q1 2023 | $8,977,497 | +1177.6% | 206,237 | +1175.4% | 0.00% | – |
| Q4 2022 | $702,667 | -70.1% | 16,170 | -68.6% | 0.00% | -100.0% |
| Q3 2022 | $2,349,000 | -78.3% | 51,540 | -78.3% | 0.00% | -80.0% |
| Q2 2022 | $10,841,000 | +1734.3% | 237,794 | +1776.7% | 0.01% | – |
| Q4 2021 | $591,000 | -74.2% | 12,671 | -74.0% | 0.00% | -100.0% |
| Q3 2021 | $2,288,000 | +104.1% | 48,806 | +104.6% | 0.00% | 0.0% |
| Q1 2021 | $1,121,000 | -80.3% | 23,850 | -80.2% | 0.00% | -66.7% |
| Q4 2020 | $5,677,000 | +214.9% | 120,464 | +212.7% | 0.00% | +200.0% |
| Q3 2020 | $1,803,000 | +3.4% | 38,527 | +3.9% | 0.00% | 0.0% |
| Q2 2020 | $1,744,000 | +170.4% | 37,086 | +176.3% | 0.00% | 0.0% |
| Q4 2019 | $645,000 | -60.8% | 13,422 | -61.0% | 0.00% | -66.7% |
| Q3 2019 | $1,645,000 | -76.0% | 34,413 | -76.1% | 0.00% | -75.0% |
| Q2 2019 | $6,864,000 | +18.9% | 144,056 | +19.2% | 0.01% | +33.3% |
| Q1 2019 | $5,773,000 | +60.0% | 120,852 | +58.3% | 0.01% | +12.5% |
| Q4 2018 | $3,609,000 | +111.3% | 76,367 | +114.6% | 0.01% | +166.7% |
| Q3 2018 | $1,708,000 | +76.3% | 35,593 | +75.4% | 0.00% | +50.0% |
| Q2 2018 | $969,000 | -65.8% | 20,294 | -65.7% | 0.00% | -71.4% |
| Q1 2018 | $2,830,000 | -62.0% | 59,121 | -61.9% | 0.01% | -70.8% |
| Q3 2017 | $7,442,000 | +100.0% | 155,082 | +99.8% | 0.02% | +84.6% |
| Q2 2017 | $3,721,000 | -4.7% | 77,630 | -4.4% | 0.01% | -23.5% |
| Q1 2017 | $3,906,000 | +84.3% | 81,166 | +85.0% | 0.02% | +88.9% |
| Q4 2016 | $2,119,000 | -60.1% | 43,881 | -60.5% | 0.01% | -64.0% |
| Q3 2016 | $5,312,000 | +25.6% | 111,188 | +25.0% | 0.02% | +19.0% |
| Q2 2016 | $4,230,000 | +31.4% | 88,920 | +31.6% | 0.02% | +16.7% |
| Q1 2016 | $3,219,000 | +991.2% | 67,559 | +1000.1% | 0.02% | +800.0% |
| Q4 2015 | $295,000 | -81.6% | 6,141 | -81.6% | 0.00% | -80.0% |
| Q3 2015 | $1,604,000 | +321.0% | 33,429 | +326.4% | 0.01% | +400.0% |
| Q2 2015 | $381,000 | -91.3% | 7,839 | -91.2% | 0.00% | -94.1% |
| Q1 2015 | $4,393,000 | +416.2% | 89,536 | +419.1% | 0.03% | +466.7% |
| Q4 2014 | $851,000 | +24.4% | 17,248 | +25.6% | 0.01% | -14.3% |
| Q3 2014 | $684,000 | – | 13,736 | – | 0.01% | – |
Download | ||||||
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% |