WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 55 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,190,131 | $26,373,309 | 1.78% |
| Tower Wealth Partners, Inc. | 76,958 | $1,705,389 | 1.40% |
| SYKON CAPITAL LLC | 122,973 | $2,725,082 | 1.17% |
| SILVER OAK SECURITIES, INCORPORATED | 215,961 | $4,785,703 | 1.04% |
| Goodman Advisory Group, LLC | 105,605 | $2,340,212 | 0.87% |
| WIN ADVISORS, INC | 74,912 | $1,660,052 | 0.81% |
| Lee Financial Group Hawaii, Inc. | 37,068 | $821,418 | 0.75% |
| Empirical Asset Management, LLC | 35,777 | $792,808 | 0.69% |
| Cape Investment Advisory, Inc. | 50,373 | $1,116,266 | 0.63% |
| Freedom Investment Management, Inc. | 138,211 | $3,062,760 | 0.38% |