WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 17 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $333,000 | +8.1% | 6,916 | +7.4% | 0.00% | 0.0% |
| Q3 2019 | $308,000 | +17.6% | 6,441 | +17.4% | 0.00% | 0.0% |
| Q2 2019 | $262,000 | -14.1% | 5,485 | -14.0% | 0.00% | -33.3% |
| Q1 2019 | $305,000 | +23.5% | 6,377 | +22.0% | 0.00% | +50.0% |
| Q4 2018 | $247,000 | +33.5% | 5,225 | +35.5% | 0.00% | 0.0% |
| Q3 2018 | $185,000 | +1323.1% | 3,856 | +1282.1% | 0.00% | – |
| Q2 2018 | $13,000 | -55.2% | 279 | -53.6% | 0.00% | – |
| Q1 2018 | $29,000 | +866.7% | 601 | +771.0% | 0.00% | – |
| Q1 2017 | $3,000 | -50.0% | 69 | -46.5% | 0.00% | – |
| Q4 2016 | $6,000 | 0.0% | 129 | 0.0% | 0.00% | – |
| Q3 2016 | $6,000 | 0.0% | 129 | 0.0% | 0.00% | – |
| Q2 2016 | $6,000 | – | 129 | – | 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% |