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. | 935,332 | $42,642,000 | 21.06% |
| BlackDiamond Wealth Management, LLC | 60,694 | $2,785,000 | 3.47% |
| Tower Wealth Partners, Inc. | 41,852 | $1,908,000 | 2.54% |
| Barber Financial Group, Inc. | 310,833 | $14,171,000 | 2.32% |
| SILVER OAK SECURITIES, Inc | 179,571 | $8,221,000 | 1.84% |
| WealthShield Partners, LLC | 169,480 | $7,727,000 | 1.53% |
| Trilogy Capital Inc. | 363,508 | $16,572,000 | 1.44% |
| Freedom Investment Management, Inc. | 108,972 | $4,968,024,000 | 0.53% |
| Main Street Financial Solutions, LLC | 75,699 | $3,445,000 | 0.44% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 28,212 | $1,286,000 | 0.36% |