BlackDiamond Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 47 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BlackDiamond Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$2,281,970
-13.0%
52,333
-9.6%
2.59%
-18.0%
Q3 2022$2,622,000
-5.9%
57,921
-4.6%
3.16%
-9.1%
Q2 2022$2,785,000
+35.8%
60,694
+37.4%
3.47%
+41.8%
Q1 2022$2,051,00044,1602.45%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
SimpliFi, Inc. 934,476$43,397,00019.73%
BlackDiamond Wealth Management, LLC 44,160$2,051,0002.45%
WealthShield Partners, LLC 179,974$8,358,0001.34%
Trilogy Capital Inc. 391,183$18,167,0001.30%
SILVER OAK SECURITIES, Inc 119,479$5,555,0001.13%
Golden State Equity Partners 23,294$1,082,0000.54%
Freedom Investment Management, Inc. 117,643$5,463,0000.49%
PACIFIC CAPITAL WEALTH ADVISORS, INC 33,917$1,575,0000.45%
IFP Advisors, Inc 430,191$20,625,0000.26%
Mengis Capital Management, Inc. 28,469$1,322,0000.25%
View complete list of WISDOMTREE TR shareholders