WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 44 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479 | -7.9% | 21,609 | +83.8% | 0.00% | 0.0% |
| Q2 2023 | $520 | +2.2% | 11,758 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $509 | -5.9% | 11,693 | -6.1% | 0.00% | 0.0% |
| Q4 2022 | $541 | -99.9% | 12,457 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $563,000 | +17.0% | 12,369 | +17.1% | 0.00% | 0.0% |
| Q2 2022 | $481,000 | +12.1% | 10,567 | +14.2% | 0.00% | 0.0% |
| Q1 2022 | $429,000 | -0.2% | 9,255 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $430,000 | -0.2% | 9,229 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $431,000 | 0.0% | 9,199 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $431,000 | +0.5% | 9,171 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $429,000 | +15.9% | 9,145 | +16.5% | 0.00% | 0.0% |
| Q4 2020 | $370,000 | -3.9% | 7,850 | -4.8% | 0.00% | 0.0% |
| Q3 2020 | $385,000 | -0.5% | 8,242 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $387,000 | -5.4% | 8,232 | -7.4% | 0.00% | -50.0% |
| Q1 2020 | $409,000 | -1.9% | 8,890 | +2.3% | 0.00% | 0.0% |
| Q4 2019 | $417,000 | +7.8% | 8,692 | +7.3% | 0.00% | 0.0% |
| Q3 2019 | $387,000 | +1.0% | 8,102 | +0.6% | 0.00% | 0.0% |
| Q2 2019 | $383,000 | -5.2% | 8,052 | -4.8% | 0.00% | 0.0% |
| Q1 2019 | $404,000 | +1.8% | 8,462 | +0.6% | 0.00% | 0.0% |
| Q4 2018 | $397,000 | -1.0% | 8,413 | +0.6% | 0.00% | 0.0% |
| Q3 2018 | $401,000 | -0.5% | 8,361 | -0.9% | 0.00% | 0.0% |
| Q2 2018 | $403,000 | +37.1% | 8,439 | +37.3% | 0.00% | 0.0% |
| Q1 2018 | $294,000 | – | 6,147 | – | 0.00% | – |
Download | ||||||
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% |