WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 55 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,953,600 | +3.0% | 297,579 | +2.8% | 2.28% | -34.5% |
| Q4 2022 | $12,581,713 | -8.8% | 289,534 | -4.3% | 3.48% | -13.0% |
| Q3 2022 | $13,797,000 | -2.6% | 302,698 | -2.6% | 4.01% | +72.7% |
| Q2 2022 | $14,171,000 | +1106.0% | 310,833 | +1146.5% | 2.32% | +979.5% |
| Q4 2020 | $1,175,000 | -47.0% | 24,936 | -47.4% | 0.22% | -55.8% |
| Q3 2020 | $2,218,000 | -26.8% | 47,409 | -26.5% | 0.49% | -33.1% |
| Q2 2020 | $3,032,000 | -24.9% | 64,479 | -26.4% | 0.73% | -43.1% |
| Q1 2020 | $4,035,000 | -8.4% | 87,576 | -4.4% | 1.28% | +42.9% |
| Q4 2019 | $4,406,000 | -3.0% | 91,650 | -3.6% | 0.89% | -7.6% |
| Q3 2019 | $4,544,000 | -3.1% | 95,064 | -3.4% | 0.97% | -11.9% |
| Q2 2019 | $4,688,000 | +2.0% | 98,397 | +2.3% | 1.10% | +21.2% |
| Q1 2019 | $4,596,000 | +10.4% | 96,219 | +9.2% | 0.90% | +0.9% |
| Q4 2018 | $4,163,000 | – | 88,085 | – | 0.90% | – |
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% |