WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 34 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $670,296 | +0.2% | 30,248 | +100.0% | 0.16% | +7.3% |
| Q2 2023 | $669,086 | -13.0% | 15,124 | -14.4% | 0.15% | -18.4% |
| Q1 2023 | $769,350 | -0.9% | 17,674 | -1.1% | 0.18% | -2.6% |
| Q4 2022 | $776,715 | -6.2% | 17,874 | -1.7% | 0.19% | -12.0% |
| Q3 2022 | $828,000 | -1.2% | 18,174 | -1.1% | 0.22% | +40.3% |
| Q2 2022 | $838,000 | -1.8% | 18,374 | 0.0% | 0.15% | +6.2% |
| Q1 2022 | $853,000 | -4.4% | 18,374 | -3.5% | 0.14% | -9.9% |
| Q3 2021 | $892,000 | +5.4% | 19,040 | +5.9% | 0.16% | +1.3% |
| Q2 2021 | $846,000 | +2921.4% | 17,977 | +2896.2% | 0.16% | +2550.0% |
| Q1 2021 | $28,000 | – | 600 | – | 0.01% | – |
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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% |