WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 26 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,047 | -35.8% | 18,188 | +28.2% | 0.01% | -38.9% |
| Q2 2023 | $627,678 | -27.2% | 14,188 | -28.3% | 0.02% | -28.0% |
| Q1 2023 | $861,938 | -94.7% | 19,801 | -94.7% | 0.02% | -95.9% |
| Q4 2022 | $16,324,914 | +497.5% | 375,674 | +526.8% | 0.61% | +80.1% |
| Q3 2022 | $2,732,000 | -20.6% | 59,931 | -20.6% | 0.34% | +135.7% |
| Q2 2022 | $3,440,000 | +44.5% | 75,455 | +47.3% | 0.14% | +68.2% |
| Q1 2022 | $2,380,000 | -46.1% | 51,240 | -45.9% | 0.08% | -47.2% |
| Q4 2021 | $4,419,000 | -42.1% | 94,662 | -41.3% | 0.16% | -78.8% |
| Q4 2018 | $7,626,000 | +854.4% | 161,362 | +868.9% | 0.76% | +925.7% |
| Q3 2018 | $799,000 | -1.4% | 16,654 | -0.7% | 0.07% | -20.4% |
| Q4 2016 | $810,000 | – | 16,777 | – | 0.09% | – |
Download | ||||||
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% |