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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barber Financial Group, Inc. | 297,579 | $12,953,600 | 2.28% |
| Trilogy Capital Inc. | 652,611 | $28,408,157 | 2.02% |
| Tower Wealth Partners, Inc. | 37,501 | $1,632,419 | 1.36% |
| Vahanian & Associates Financial Planning Inc. | 8,276 | $360,254 | 1.00% |
| SILVER OAK SECURITIES, Inc | 139,879 | $6,089 | 1.00% |
| Cape Investment Advisory, Inc. | 26,642 | $1,159,726 | 0.71% |
| Empirical Asset Management, LLC | 16,689 | $726,482 | 0.70% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 23,316 | $1,014,930 | 0.58% |
| Freedom Investment Management, Inc. | 116,519 | $5,072,073 | 0.57% |
| IFP Advisors, Inc | 181,122 | $8,672,118 | 0.38% |