WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 55 filers reported holding WISDOMTREE TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |