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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,460 | +5490.9% | 111 | +11000.0% | 0.00% | – |
Q2 2023 | $44 | -50.0% | 1 | -50.0% | 0.00% | – |
Q1 2023 | $88 | -59.4% | 2 | -60.0% | 0.00% | – |
Q4 2022 | $217 | – | 5 | +400.0% | 0.00% | – |
Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2021 | $0 | -100.0% | 1 | -99.6% | 0.00% | – |
Q3 2020 | $11,000 | – | 225 | +22400.0% | 0.00% | – |
Q4 2018 | $0 | – | 1 | – | 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% |