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 | $2,354,012 | -3.1% | 106,228 | +93.4% | 0.00% | 0.0% |
| Q2 2023 | $2,429,395 | -23.7% | 54,914 | -24.9% | 0.00% | -40.0% |
| Q1 2023 | $3,183,395 | -5.6% | 73,131 | -5.8% | 0.01% | 0.0% |
| Q4 2022 | $3,373,720 | +9.4% | 77,637 | +14.8% | 0.01% | 0.0% |
| Q3 2022 | $3,083,000 | -62.6% | 67,646 | -62.6% | 0.01% | -61.5% |
| Q2 2022 | $8,246,000 | +470.7% | 180,880 | +481.2% | 0.01% | +550.0% |
| Q1 2022 | $1,445,000 | +124.7% | 31,121 | +126.1% | 0.00% | +100.0% |
| Q4 2021 | $643,000 | -7.5% | 13,765 | -7.2% | 0.00% | 0.0% |
| Q3 2021 | $695,000 | – | 14,828 | – | 0.00% | – |
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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, Inc | 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% |