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 | ||||
|---|---|---|---|---|---|---|
| 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 | $7,957,000 | – | 168,946 | – | 0.16% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $16,000 | 0.0% | 331 | 0.0% | 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% | 715 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $35,000 | 0.0% | 715 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $35,000 | +2.9% | 715 | 0.0% | 0.00% | +100.0% |
| Q3 2017 | $34,000 | 0.0% | 715 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $34,000 | 0.0% | 715 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $34,000 | -2.9% | 715 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $35,000 | +2.9% | 715 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $34,000 | 0.0% | 715 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $34,000 | +112.5% | 715 | +116.0% | 0.00% | 0.0% |
| Q1 2016 | $16,000 | – | 331 | – | 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% |