Kestra Advisory Services, LLC - WISDOMTREE TR ownership

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
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$617,184
+25.5%
28,156
+26.8%
0.01%0.0%
Q3 2023$491,886
-12.6%
22,197
+74.6%
0.01%
-16.7%
Q2 2023$562,556
+38.4%
12,716
+36.1%
0.01%
+50.0%
Q1 2023$406,583
-100.0%
9,340
-94.4%
0.00%
-90.2%
Q3 2022$3,803,800,000
+99711.1%
166,736
+99.5%
0.04%
+5.1%
Q2 2022$3,811,000
-5.4%
83,590
-3.6%
0.04%
-7.1%
Q1 2022$4,029,000
-28.9%
86,755
-28.5%
0.04%
-26.3%
Q4 2021$5,663,000
+5.0%
121,317
+5.4%
0.06%
+5.6%
Q3 2021$5,395,000
+7.0%
115,116
+7.4%
0.05%
-5.3%
Q2 2021$5,042,000
+59.2%
107,189
+59.1%
0.06%
+42.5%
Q1 2021$3,167,00067,3670.04%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Harborview Advisors, LLC 222,394$10,690,0008.19%
USAdvisors Wealth Management, LLC 207,886$9,993,0005.18%
Barber Financial Group, Inc. 91,650$4,406,0000.89%
Financial Gravity Asset Management, Inc. 23,854$1,147,0000.79%
Ameritas Investment Company, LLC 54,569$2,623,0000.55%
Carroll Financial Associates, Inc. 98,062$4,713,0000.38%
Blue Sky Asset Management, LLC 23,854$1,147,0000.33%
Beacon Financial Advisory LLC 6,189$297,0000.25%
CENTAURUS FINANCIAL, INC. 33,619$1,616,0000.23%
INTERACTIVE FINANCIAL ADVISORS, INC. 5,465$263,0000.12%
View complete list of WISDOMTREE TR shareholders