WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 34 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,777,136 | +15.4% | 260,459 | +130.8% | 0.01% | 0.0% |
| Q2 2023 | $5,008,034 | -4.0% | 112,859 | -5.5% | 0.01% | -10.0% |
| Q1 2023 | $5,215,444 | -27.4% | 119,464 | -27.6% | 0.01% | -33.3% |
| Q4 2022 | $7,188,000 | -18.9% | 165,061 | -15.0% | 0.02% | -25.0% |
| Q3 2022 | $8,864,000 | +12.1% | 194,249 | +12.1% | 0.02% | +17.6% |
| Q2 2022 | $7,904,000 | +360.3% | 173,243 | +368.5% | 0.02% | +466.7% |
| Q1 2022 | $1,717,000 | +54.1% | 36,980 | +55.0% | 0.00% | +50.0% |
| Q4 2021 | $1,114,000 | -2.1% | 23,852 | -1.7% | 0.00% | 0.0% |
| Q3 2021 | $1,138,000 | +7.9% | 24,269 | +8.2% | 0.00% | 0.0% |
| Q2 2021 | $1,055,000 | -64.7% | 22,430 | -64.7% | 0.00% | -71.4% |
| Q1 2021 | $2,988,000 | +86.1% | 63,565 | +86.6% | 0.01% | +75.0% |
| Q4 2020 | $1,606,000 | -0.7% | 34,062 | -1.4% | 0.00% | -20.0% |
| Q3 2020 | $1,617,000 | +4.3% | 34,561 | +4.9% | 0.01% | 0.0% |
| Q2 2020 | $1,550,000 | -43.2% | 32,944 | -44.4% | 0.01% | -54.5% |
| Q1 2020 | $2,729,000 | – | 59,218 | – | 0.01% | – |
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% |