WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 26 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,190,131 | $26,373,309 | 1.78% |
| Tower Wealth Partners, Inc. | 76,958 | $1,705,389 | 1.40% |
| SYKON CAPITAL LLC | 122,973 | $2,725,082 | 1.17% |
| SILVER OAK SECURITIES, INCORPORATED | 215,961 | $4,785,703 | 1.04% |
| Goodman Advisory Group, LLC | 105,605 | $2,340,212 | 0.87% |
| WIN ADVISORS, INC | 74,912 | $1,660,052 | 0.81% |
| Lee Financial Group Hawaii, Inc. | 37,068 | $821,418 | 0.75% |
| Empirical Asset Management, LLC | 35,777 | $792,808 | 0.69% |
| Cape Investment Advisory, Inc. | 50,373 | $1,116,266 | 0.63% |
| Freedom Investment Management, Inc. | 138,211 | $3,062,760 | 0.38% |