WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 41 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $54,115 | +79480.9% | 2,442 | +58.9% | 0.02% | -16.7% |
Q2 2023 | $68 | +1.5% | 1,537 | 0.0% | 0.03% | -6.2% |
Q1 2023 | $67 | +24.1% | 1,537 | +24.3% | 0.03% | +14.3% |
Q4 2022 | $54 | -99.9% | 1,237 | -19.5% | 0.03% | -22.2% |
Q3 2022 | $70,000 | -1.4% | 1,537 | -0.6% | 0.04% | +2.9% |
Q2 2022 | $71,000 | -10.1% | 1,547 | -9.0% | 0.04% | +9.4% |
Q1 2022 | $79,000 | 0.0% | 1,700 | 0.0% | 0.03% | +10.3% |
Q4 2021 | $79,000 | +68.1% | 1,700 | +70.0% | 0.03% | +45.0% |
Q3 2021 | $47,000 | – | 1,000 | – | 0.02% | – |
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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% |