WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 56 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,705,389 | +2.8% | 76,958 | +105.2% | 1.40% | +5.4% |
| Q2 2023 | $1,659,398 | +1.7% | 37,509 | +0.0% | 1.33% | -2.5% |
| Q1 2023 | $1,632,419 | +0.3% | 37,501 | +0.1% | 1.36% | -3.7% |
| Q4 2022 | $1,627,390 | -3.9% | 37,450 | +0.6% | 1.42% | -11.8% |
| Q3 2022 | $1,693,000 | -11.3% | 37,217 | -11.1% | 1.61% | -36.6% |
| Q2 2022 | $1,908,000 | – | 41,852 | – | 2.54% | – |
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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% |