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 ↓
USAdvisors Wealth Management, LLC 170,398$8,053,0005.72%
Harborview Advisors, LLC 107,496$5,135,0004.45%
Almanack Investment Partners, LLC. 79,021$3,775,0001.07%
Barber Financial Group, Inc. 96,219$4,596,0000.90%
Carroll Financial Associates, Inc. 59,821$2,857,0000.27%
CENTAURUS FINANCIAL, INC. 1,243$26,014,0000.15%
INTERACTIVE FINANCIAL ADVISORS, INC. 4,015$192,0000.09%
HENGEHOLD CAPITAL MANAGEMENT LLC 6,877$329,0000.08%
AE Wealth Management LLC 14,489$692,0000.05%
WEALTHSOURCE PARTNERS, LLC 4,242$203,0000.05%
View complete list of WISDOMTREE TR shareholders