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 | $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 ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,190,131 | $26,373,309 | 1.78% |
| Tower Wealth Partners, Inc. | 76,958 | $1,705,389 | 1.40% |
| SYKON CAPITAL LLC | 122,973 | $2,725,082 | 1.17% |
| SILVER OAK SECURITIES, Inc | 215,961 | $4,785,703 | 1.04% |
| Goodman Advisory Group, LLC | 105,605 | $2,340,212 | 0.87% |
| WIN ADVISORS, INC | 74,912 | $1,660,052 | 0.81% |
| Lee Financial Group Hawaii, Inc. | 37,068 | $821,418 | 0.75% |
| Empirical Asset Management, LLC | 35,777 | $792,808 | 0.69% |
| Cape Investment Advisory, Inc. | 50,373 | $1,116,266 | 0.63% |
| Freedom Investment Management, Inc. | 138,211 | $3,062,760 | 0.38% |