WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 62 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,200,578 | -2.0% | 99,304 | +95.7% | 0.31% | +3.3% |
| Q2 2023 | $2,245,340 | -1.0% | 50,754 | -2.6% | 0.30% | -9.0% |
| Q1 2023 | $2,267,319 | +7.7% | 52,086 | +7.5% | 0.33% | 0.0% |
| Q4 2022 | $2,106,024 | -38.7% | 48,463 | -35.7% | 0.33% | -41.3% |
| Q3 2022 | $3,435,000 | -0.3% | 75,356 | -0.5% | 0.57% | +27.2% |
| Q2 2022 | $3,445,000 | – | 75,699 | – | 0.44% | – |
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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% |