WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 61 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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. | 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% |