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 2022 | $396,000 | +0.3% | 8,682 | +0.2% | 0.20% | +2.5% |
| Q2 2022 | $395,000 | -2.0% | 8,665 | -0.0% | 0.20% | +15.1% |
| Q1 2022 | $403,000 | -13.1% | 8,669 | -12.8% | 0.17% | -9.0% |
| Q4 2021 | $464,000 | -31.9% | 9,936 | -31.7% | 0.19% | -35.9% |
| Q3 2021 | $681,000 | +154.1% | 14,539 | +154.8% | 0.30% | +102.1% |
| Q2 2021 | $268,000 | -69.6% | 5,705 | -69.7% | 0.15% | -65.8% |
| Q1 2021 | $883,000 | -86.4% | 18,804 | -86.3% | 0.43% | -86.3% |
| Q4 2020 | $6,473,000 | -6.8% | 137,292 | -7.1% | 3.11% | +186.8% |
| Q3 2020 | $6,947,000 | +1.0% | 147,812 | +1.1% | 1.08% | -70.3% |
| Q2 2020 | $6,875,000 | +3.5% | 146,206 | +8.9% | 3.65% | -10.9% |
| Q1 2020 | $6,645,000 | -33.5% | 134,233 | -35.4% | 4.10% | -20.7% |
| Q4 2019 | $9,993,000 | +11.4% | 207,886 | +10.8% | 5.18% | +11.8% |
| Q3 2019 | $8,970,000 | +2.1% | 187,667 | +1.8% | 4.63% | +23.0% |
| Q2 2019 | $8,783,000 | +9.1% | 184,347 | +8.2% | 3.76% | -34.3% |
| Q1 2019 | $8,053,000 | 0.0% | 170,398 | 0.0% | 5.72% | -13.0% |
| Q4 2018 | $8,053,000 | -2.2% | 170,398 | -0.7% | 6.58% | +11.5% |
| Q3 2018 | $8,234,000 | – | 171,537 | – | 5.90% | – |
Download | ||||||
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% |