WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 29 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $12,229,000 | -0.3% | 260,907 | +0.1% | 6.85% | -0.2% |
| Q2 2021 | $12,265,000 | +6.6% | 260,726 | +6.6% | 6.87% | -1.2% |
| Q1 2021 | $11,501,000 | +12.3% | 244,640 | +12.6% | 6.95% | +1.4% |
| Q4 2020 | $10,239,000 | +7.8% | 217,253 | +7.1% | 6.86% | -5.4% |
| Q3 2020 | $9,495,000 | -23.6% | 202,933 | -23.2% | 7.25% | -29.5% |
| Q2 2020 | $12,422,000 | +22.5% | 264,149 | +20.0% | 10.27% | +1.7% |
| Q1 2020 | $10,138,000 | -5.2% | 220,060 | -1.0% | 10.10% | +23.3% |
| Q4 2019 | $10,690,000 | +1.2% | 222,394 | +0.7% | 8.19% | -3.5% |
| Q3 2019 | $10,560,000 | +102.5% | 220,924 | +101.8% | 8.49% | +101.3% |
| Q2 2019 | $5,216,000 | +1.6% | 109,469 | +1.8% | 4.22% | -5.2% |
| Q1 2019 | $5,135,000 | -9.4% | 107,496 | -10.4% | 4.45% | -33.0% |
| Q4 2018 | $5,667,000 | -4.9% | 119,911 | -3.4% | 6.64% | +9.6% |
| Q3 2018 | $5,960,000 | – | 124,168 | – | 6.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| USAdvisors Wealth Management, LLC | 170,398 | $8,053,000 | 5.72% |
| Harborview Advisors, LLC | 107,496 | $5,135,000 | 4.45% |
| Almanack Investment Partners, LLC. | 79,021 | $3,775,000 | 1.07% |
| Barber Financial Group, Inc. | 96,219 | $4,596,000 | 0.90% |
| Carroll Financial Associates, Inc. | 59,821 | $2,857,000 | 0.27% |
| CENTAURUS FINANCIAL, INC. | 1,243 | $26,014,000 | 0.15% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 4,015 | $192,000 | 0.09% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 6,877 | $329,000 | 0.08% |
| AE Wealth Management LLC | 14,489 | $692,000 | 0.05% |
| WEALTHSOURCE PARTNERS, LLC | 4,242 | $203,000 | 0.05% |