WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 68 filers reported holding WISDOMTREE TR in Q4 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 ↓ |
|---|---|---|---|
| Harborview Advisors, LLC | 222,394 | $10,690,000 | 8.19% |
| USAdvisors Wealth Management, LLC | 207,886 | $9,993,000 | 5.18% |
| Barber Financial Group, Inc. | 91,650 | $4,406,000 | 0.89% |
| Financial Gravity Asset Management, Inc. | 23,854 | $1,147,000 | 0.79% |
| Ameritas Investment Company, LLC | 54,569 | $2,623,000 | 0.55% |
| Carroll Financial Associates, Inc. | 98,062 | $4,713,000 | 0.38% |
| Blue Sky Asset Management, LLC | 23,854 | $1,147,000 | 0.33% |
| Beacon Financial Advisory LLC | 6,189 | $297,000 | 0.25% |
| CENTAURUS FINANCIAL, INC. | 33,619 | $1,616,000 | 0.23% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 5,465 | $263,000 | 0.12% |