IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 62 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$16,562,158
+91.0%
359,578
+98.5%
0.36%
-3.4%
Q1 2023$8,672,118
+98034.2%
181,122
-1.7%
0.38%
+59.7%
Q4 2022$8,837
-99.9%
184,281
-6.0%
0.24%
-3.7%
Q3 2022$9,404,000
+1.6%
196,079
+1.6%
0.24%
-15.8%
Q2 2022$9,256,000
-55.1%
192,985
-55.1%
0.29%
+13.2%
Q1 2022$20,625,000
+148.6%
430,191
+142.5%
0.26%
+58.6%
Q4 2021$8,297,000
+2.2%
177,370
+2.6%
0.16%0.0%
Q3 2021$8,119,000
+2.0%
172,939
+2.4%
0.16%
-1.8%
Q2 2021$7,957,000168,9460.16%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$000.00%
Q1 2020$000.00%
Q4 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2019$16,0000.0%3310.0%0.00%
-50.0%
Q1 2019$16,000
+1500.0%
331
+1642.1%
0.00%
Q4 2018$1,000
-97.1%
19
-97.4%
0.00%
-100.0%
Q3 2018$35,000
+2.9%
734
+2.7%
0.00%0.0%
Q2 2018$34,000
-2.9%
7150.0%0.00%
-50.0%
Q1 2018$35,0000.0%7150.0%0.00%0.0%
Q4 2017$35,000
+2.9%
7150.0%0.00%
+100.0%
Q3 2017$34,0000.0%7150.0%0.00%0.0%
Q2 2017$34,0000.0%7150.0%0.00%0.0%
Q1 2017$34,000
-2.9%
7150.0%0.00%
-50.0%
Q4 2016$35,000
+2.9%
7150.0%0.00%0.0%
Q3 2016$34,0000.0%7150.0%0.00%0.0%
Q2 2016$34,000
+112.5%
715
+116.0%
0.00%0.0%
Q1 2016$16,0003310.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
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, INCORPORATED 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