Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 57 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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 Q4 2022
NameSharesValueWeighting ↓
Trilogy Capital Inc. 1,190,131$26,373,3091.78%
Tower Wealth Partners, Inc. 76,958$1,705,3891.40%
SYKON CAPITAL LLC 122,973$2,725,0821.17%
SILVER OAK SECURITIES, INCORPORATED 215,961$4,785,7031.04%
Goodman Advisory Group, LLC 105,605$2,340,2120.87%
WIN ADVISORS, INC 74,912$1,660,0520.81%
Lee Financial Group Hawaii, Inc. 37,068$821,4180.75%
Empirical Asset Management, LLC 35,777$792,8080.69%
Cape Investment Advisory, Inc. 50,373$1,116,2660.63%
Freedom Investment Management, Inc. 138,211$3,062,7600.38%
View complete list of WISDOMTREE TR shareholders