Lee Financial Group Hawaii, Inc. - WISDOMTREE TR ownership

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
Lee Financial Group Hawaii, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$821,418
-0.4%
37,068
+98.8%
0.75%0.0%
Q2 2023$824,74018,6420.75%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
SimpliFi, Inc. 935,332$42,642,00021.06%
BlackDiamond Wealth Management, LLC 60,694$2,785,0003.47%
Tower Wealth Partners, Inc. 41,852$1,908,0002.54%
Barber Financial Group, Inc. 310,833$14,171,0002.32%
SILVER OAK SECURITIES, Inc 179,571$8,221,0001.84%
WealthShield Partners, LLC 169,480$7,727,0001.53%
Trilogy Capital Inc. 363,508$16,572,0001.44%
Freedom Investment Management, Inc. 108,972$4,968,024,0000.53%
Main Street Financial Solutions, LLC 75,699$3,445,0000.44%
PACIFIC CAPITAL WEALTH ADVISORS, INC 28,212$1,286,0000.36%
View complete list of WISDOMTREE TR shareholders