OSAIC HOLDINGS, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 44 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
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$2,729,00059,2180.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
USAdvisors Wealth Management, LLC 170,398$8,053,0005.72%
Harborview Advisors, LLC 107,496$5,135,0004.45%
Almanack Investment Partners, LLC. 79,021$3,775,0001.07%
Barber Financial Group, Inc. 96,219$4,596,0000.90%
Carroll Financial Associates, Inc. 59,821$2,857,0000.27%
CENTAURUS FINANCIAL, INC. 1,243$26,014,0000.15%
INTERACTIVE FINANCIAL ADVISORS, INC. 4,015$192,0000.09%
HENGEHOLD CAPITAL MANAGEMENT LLC 6,877$329,0000.08%
AE Wealth Management LLC 14,489$692,0000.05%
WEALTHSOURCE PARTNERS, LLC 4,242$203,0000.05%
View complete list of WISDOMTREE TR shareholders