Capital Analysts, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 61 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,200
+75.2%
54,171
+249.8%
0.07%
+76.3%
Q2 2023$685
-1.0%
15,488
-2.6%
0.04%
-5.0%
Q1 2023$692
+4.8%
15,905
+4.7%
0.04%0.0%
Q4 2022$660
-99.9%
15,194
+37.7%
0.04%
+14.3%
Q3 2022$503,00011,0350.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Trilogy Capital Inc. 1,190,131$26,373,3091.78%
Tower Wealth Partners, Inc. 76,958$1,705,3891.40%
SYKON CAPITAL LLC 122,973$2,725,0821.17%
SILVER OAK SECURITIES, Inc 215,961$4,785,7031.04%
Goodman Advisory Group, LLC 105,605$2,340,2120.87%
WIN ADVISORS, INC 74,912$1,660,0520.81%
Lee Financial Group Hawaii, Inc. 37,068$821,4180.75%
Empirical Asset Management, LLC 35,777$792,8080.69%
Cape Investment Advisory, Inc. 50,373$1,116,2660.63%
Freedom Investment Management, Inc. 138,211$3,062,7600.38%
View complete list of WISDOMTREE TR shareholders