CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$527,585
-1.5%
23,808
+96.5%
0.06%
-1.6%
Q2 2023$535,888
-16.8%
12,113
-18.1%
0.06%
-25.0%
Q1 2023$643,817
+54.9%
14,790
+54.7%
0.08%
+37.7%
Q4 2022$415,5559,5630.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
SimpliFi, Inc. 934,476$43,397,00019.73%
BlackDiamond Wealth Management, LLC 44,160$2,051,0002.45%
WealthShield Partners, LLC 179,974$8,358,0001.34%
Trilogy Capital Inc. 391,183$18,167,0001.30%
SILVER OAK SECURITIES, INCORPORATED 119,479$5,555,0001.13%
Golden State Equity Partners 23,294$1,082,0000.54%
Freedom Investment Management, Inc. 117,643$5,463,0000.49%
PACIFIC CAPITAL WEALTH ADVISORS, INC 33,917$1,575,0000.45%
IFP Advisors, Inc 430,191$20,625,0000.26%
Mengis Capital Management, Inc. 28,469$1,322,0000.25%
View complete list of WISDOMTREE TR shareholders