AE Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 26 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$23,868,000
-3.7%
523,528
-2.0%
0.19%
+12.4%
Q1 2022$24,797,000
+11879.2%
533,967
+11999.9%
0.17%
+8400.0%
Q1 2021$207,000
-38.8%
4,413
-39.9%
0.00%
-75.0%
Q1 2020$338,000
-62.9%
7,346
-61.2%
0.01%
-60.0%
Q4 2019$910,000
-4.6%
18,939
-5.1%
0.02%
-28.6%
Q3 2019$954,000
+8.4%
19,965
+8.1%
0.03%
+7.7%
Q2 2019$880,000
+27.2%
18,471
+27.5%
0.03%
-45.8%
Q1 2019$692,00014,4890.05%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 297,579$12,953,6002.28%
Trilogy Capital Inc. 652,611$28,408,1572.02%
Tower Wealth Partners, Inc. 37,501$1,632,4191.36%
Vahanian & Associates Financial Planning Inc. 8,276$360,2541.00%
SILVER OAK SECURITIES, Inc 139,879$6,0891.00%
Cape Investment Advisory, Inc. 26,642$1,159,7260.71%
Empirical Asset Management, LLC 16,689$726,4820.70%
ADAMSBROWN WEALTH CONSULTANTS LLC 23,316$1,014,9300.58%
Freedom Investment Management, Inc. 116,519$5,072,0730.57%
IFP Advisors, Inc 181,122$8,672,1180.38%
View complete list of WISDOMTREE TR shareholders