WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 57 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $44,600 | -14.0% | 2,000 | -14.9% | 0.02% | -15.8% |
| Q1 2024 | $51,888 | +0.7% | 2,350 | 0.0% | 0.02% | -20.8% |
| Q4 2023 | $51,512 | -4.8% | 2,350 | -3.8% | 0.02% | -4.0% |
| 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 ↓ |
|---|---|---|---|
| Harborview Advisors, LLC | 222,394 | $10,690,000 | 8.19% |
| USAdvisors Wealth Management, LLC | 207,886 | $9,993,000 | 5.18% |
| Barber Financial Group, Inc. | 91,650 | $4,406,000 | 0.89% |
| Financial Gravity Asset Management, Inc. | 23,854 | $1,147,000 | 0.79% |
| Ameritas Investment Company, LLC | 54,569 | $2,623,000 | 0.55% |
| Carroll Financial Associates, Inc. | 98,062 | $4,713,000 | 0.38% |
| Blue Sky Asset Management, LLC | 23,854 | $1,147,000 | 0.33% |
| Beacon Financial Advisory LLC | 6,189 | $297,000 | 0.25% |
| CENTAURUS FINANCIAL, INC. | 33,619 | $1,616,000 | 0.23% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 5,465 | $263,000 | 0.12% |