WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 26 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,044 | -99.8% | 47 | +6.8% | 0.00% | -100.0% |
| Q2 2023 | $438,638 | +18085.7% | 44 | 0.0% | 1.19% | +1513.5% |
| Q1 2023 | $2,412 | -99.6% | 44 | +2.3% | 0.07% | -97.6% |
| Q4 2022 | $594,896 | -75.9% | 43 | -88.3% | 3.10% | +3639.8% |
| Q3 2022 | $2,469,000 | 0.0% | 368 | 0.0% | 0.08% | +7.8% |
| Q2 2022 | $2,469,000 | -0.6% | 368 | -34.2% | 0.08% | +10.0% |
| Q1 2022 | $2,485,000 | -8.4% | 559 | -88.8% | 0.07% | +14.8% |
| Q4 2021 | $2,712,000 | +951.2% | 4,988 | +9.1% | 0.06% | -49.6% |
| Q3 2021 | $258,000 | -20.9% | 4,570 | -34.0% | 0.12% | +3.4% |
| Q2 2021 | $326,000 | -42.1% | 6,927 | -42.2% | 0.12% | +875.0% |
| Q1 2021 | $563,000 | -15.2% | 11,976 | -14.8% | 0.01% | -98.0% |
| Q4 2020 | $664,000 | -38.1% | 14,063 | -39.5% | 0.61% | +20166.7% |
| Q1 2020 | $1,073,000 | -6.5% | 23,244 | -2.6% | 0.00% | -99.6% |
| Q4 2019 | $1,147,000 | +13.0% | 23,854 | +12.3% | 0.79% | -9.6% |
| Q3 2019 | $1,015,000 | +262.5% | 21,241 | +262.0% | 0.87% | +280.0% |
| Q2 2019 | $280,000 | – | 5,868 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 934,476 | $43,397,000 | 19.73% |
| BlackDiamond Wealth Management, LLC | 44,160 | $2,051,000 | 2.45% |
| WealthShield Partners, LLC | 179,974 | $8,358,000 | 1.34% |
| Trilogy Capital Inc. | 391,183 | $18,167,000 | 1.30% |
| SILVER OAK SECURITIES, INCORPORATED | 119,479 | $5,555,000 | 1.13% |
| Golden State Equity Partners | 23,294 | $1,082,000 | 0.54% |
| Freedom Investment Management, Inc. | 117,643 | $5,463,000 | 0.49% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 33,917 | $1,575,000 | 0.45% |
| IFP Advisors, Inc | 430,191 | $20,625,000 | 0.26% |
| Mengis Capital Management, Inc. | 28,469 | $1,322,000 | 0.25% |