WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 41 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $3,167,000 | – | 67,367 | – | 0.04% | – |
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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% |