WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 15 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,051,248 | +23.0% | 47,439 | +145.5% | 0.00% | – |
| Q2 2023 | $854,717 | -74.2% | 19,320 | -74.6% | 0.00% | -100.0% |
| Q1 2023 | $3,307,801 | -61.4% | 75,989 | -61.5% | 0.00% | -66.7% |
| Q4 2022 | $8,567,183 | -11.7% | 197,128 | -7.4% | 0.00% | -25.0% |
| Q3 2022 | $9,700,000 | -16.6% | 212,822 | -16.6% | 0.00% | -20.0% |
| Q2 2022 | $11,635,000 | +15.3% | 255,210 | +17.5% | 0.01% | +66.7% |
| Q1 2022 | $10,091,000 | -0.4% | 217,292 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $10,132,000 | +68.3% | 217,045 | +69.0% | 0.00% | +50.0% |
| Q3 2021 | $6,021,000 | +40.2% | 128,456 | +40.7% | 0.00% | +100.0% |
| Q2 2021 | $4,295,000 | +1571.2% | 91,304 | +1572.2% | 0.00% | – |
| Q1 2021 | $257,000 | +786.2% | 5,460 | +780.6% | 0.00% | – |
| Q4 2020 | $29,000 | -83.5% | 620 | -83.5% | 0.00% | – |
| Q3 2020 | $176,000 | -20.4% | 3,763 | -19.9% | 0.00% | – |
| Q2 2020 | $221,000 | -20.2% | 4,700 | -21.7% | 0.00% | – |
| Q1 2020 | $277,000 | -20.9% | 6,005 | -17.6% | 0.00% | – |
| Q4 2019 | $350,000 | -26.9% | 7,285 | -27.2% | 0.00% | – |
| Q3 2019 | $479,000 | +84.2% | 10,008 | +83.3% | 0.00% | – |
| Q2 2019 | $260,000 | -2.3% | 5,460 | -2.2% | 0.00% | – |
| Q1 2019 | $266,000 | +116.3% | 5,584 | +114.4% | 0.00% | – |
| Q4 2018 | $123,000 | +29.5% | 2,605 | +31.4% | 0.00% | – |
| Q3 2018 | $95,000 | +196.9% | 1,982 | +198.0% | 0.00% | – |
| Q2 2018 | $32,000 | -46.7% | 665 | -46.6% | 0.00% | – |
| Q1 2018 | $60,000 | -1.6% | 1,245 | -1.1% | 0.00% | – |
| Q4 2017 | $61,000 | -56.1% | 1,259 | -56.5% | 0.00% | – |
| Q3 2017 | $139,000 | +131.7% | 2,894 | +130.6% | 0.00% | – |
| Q2 2017 | $60,000 | -57.4% | 1,255 | -57.3% | 0.00% | – |
| Q1 2017 | $141,000 | +1914.3% | 2,936 | +1794.2% | 0.00% | – |
| Q4 2016 | $7,000 | -78.8% | 155 | -77.9% | 0.00% | – |
| Q3 2016 | $33,000 | +106.2% | 700 | +99.4% | 0.00% | – |
| Q2 2016 | $16,000 | +128.6% | 351 | +125.0% | 0.00% | – |
| Q1 2016 | $7,000 | -91.1% | 156 | -90.5% | 0.00% | – |
| Q3 2015 | $79,000 | -22.5% | 1,646 | -21.5% | 0.00% | – |
| Q2 2015 | $102,000 | +121.7% | 2,098 | +126.1% | 0.00% | – |
| Q1 2015 | $46,000 | +130.0% | 928 | +127.5% | 0.00% | – |
| Q4 2014 | $20,000 | – | 408 | – | 0.00% | – |
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, INCORPORATED | 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% |