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
| 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. | 934,476 | $43,397,000 | 19.73% |
| BlackDiamond Wealth Management, LLC | 44,160 | $2,051,000 | 2.45% |
| WealthShield Partners, LLC | 179,974 | $8,358,000 | 1.34% |
| Trilogy Capital Inc. | 391,183 | $18,167,000 | 1.30% |
| SILVER OAK SECURITIES, INCORPORATED | 119,479 | $5,555,000 | 1.13% |
| Golden State Equity Partners | 23,294 | $1,082,000 | 0.54% |
| Freedom Investment Management, Inc. | 117,643 | $5,463,000 | 0.49% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 33,917 | $1,575,000 | 0.45% |
| IFP Advisors, Inc | 430,191 | $20,625,000 | 0.26% |
| Mengis Capital Management, Inc. | 28,469 | $1,322,000 | 0.25% |