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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $904,820 | -29.6% | 20,822 | -26.2% | 0.23% | -33.1% |
| Q3 2022 | $1,286,000 | 0.0% | 28,212 | 0.0% | 0.35% | -1.7% |
| Q2 2022 | $1,286,000 | -18.3% | 28,212 | -16.8% | 0.36% | -20.9% |
| Q1 2022 | $1,575,000 | -0.5% | 33,917 | 0.0% | 0.45% | -1.3% |
| Q4 2021 | $1,583,000 | -0.4% | 33,917 | 0.0% | 0.46% | -9.7% |
| Q3 2021 | $1,590,000 | -2.2% | 33,917 | -1.9% | 0.50% | -38.3% |
| Q2 2021 | $1,626,000 | +0.1% | 34,557 | 0.0% | 0.82% | -9.5% |
| Q1 2021 | $1,625,000 | +17955.6% | 34,557 | +17178.5% | 0.90% | +17980.0% |
| Q3 2020 | $9,000 | – | 200 | – | 0.01% | – |
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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% |