WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 57 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363 | 0.0% | 16,400 | +100.0% | 0.12% | 0.0% |
| Q2 2023 | $363 | +1.7% | 8,200 | 0.0% | 0.12% | +1.6% |
| Q1 2023 | $357 | +0.3% | 8,200 | 0.0% | 0.12% | -2.4% |
| Q4 2022 | $356 | -99.9% | 8,200 | -3.5% | 0.12% | -20.4% |
| Q3 2022 | $387,000 | -0.3% | 8,500 | 0.0% | 0.16% | +8.3% |
| Q2 2022 | $388,000 | -1.8% | 8,500 | 0.0% | 0.14% | +4.3% |
| Q1 2022 | $395,000 | -0.5% | 8,500 | 0.0% | 0.14% | +12.1% |
| Q4 2021 | $397,000 | -0.3% | 8,500 | 0.0% | 0.12% | -6.1% |
| Q3 2021 | $398,000 | -0.5% | 8,500 | 0.0% | 0.13% | -5.7% |
| Q2 2021 | $400,000 | – | 8,500 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 935,332 | $42,642,000 | 21.06% |
| BlackDiamond Wealth Management, LLC | 60,694 | $2,785,000 | 3.47% |
| Tower Wealth Partners, Inc. | 41,852 | $1,908,000 | 2.54% |
| Barber Financial Group, Inc. | 310,833 | $14,171,000 | 2.32% |
| SILVER OAK SECURITIES, Inc | 179,571 | $8,221,000 | 1.84% |
| WealthShield Partners, LLC | 169,480 | $7,727,000 | 1.53% |
| Trilogy Capital Inc. | 363,508 | $16,572,000 | 1.44% |
| Freedom Investment Management, Inc. | 108,972 | $4,968,024,000 | 0.53% |
| Main Street Financial Solutions, LLC | 75,699 | $3,445,000 | 0.44% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 28,212 | $1,286,000 | 0.36% |