WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380.
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 ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,190,131 | $26,373,309 | 1.78% |
| Tower Wealth Partners, Inc. | 76,958 | $1,705,389 | 1.40% |
| SYKON CAPITAL LLC | 122,973 | $2,725,082 | 1.17% |
| SILVER OAK SECURITIES, Inc | 215,961 | $4,785,703 | 1.04% |
| Goodman Advisory Group, LLC | 105,605 | $2,340,212 | 0.87% |
| WIN ADVISORS, INC | 74,912 | $1,660,052 | 0.81% |
| Lee Financial Group Hawaii, Inc. | 37,068 | $821,418 | 0.75% |
| Empirical Asset Management, LLC | 35,777 | $792,808 | 0.69% |
| Cape Investment Advisory, Inc. | 50,373 | $1,116,266 | 0.63% |
| Freedom Investment Management, Inc. | 138,211 | $3,062,760 | 0.38% |